Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$541K Buy
+1,780
New +$541K 0.01% 468
2025
Q1
Sell
-821
Closed -$202K 672
2024
Q4
$202K Sell
821
-83
-9% -$20.4K ﹤0.01% 599
2024
Q3
$207K Buy
+904
New +$207K ﹤0.01% 490