Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Sell
3,960
-1,438
-27% -$75.2K ﹤0.01% 1821
2025
Q1
$318K Buy
5,398
+750
+16% +$44.1K ﹤0.01% 1378
2024
Q4
$313K Buy
+4,648
New +$313K ﹤0.01% 1312