Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Sell
5,205
-252
-5% -$11.8K ﹤0.01% 1736
2025
Q1
$210K Sell
5,457
-904
-14% -$34.8K ﹤0.01% 1612
2024
Q4
$293K Buy
6,361
+1,505
+31% +$69.4K ﹤0.01% 1352
2024
Q3
$257K Buy
+4,856
New +$257K 0.01% 1182
2019
Q1
Sell
-9,725
Closed -$203K 156
2018
Q4
$203K Buy
+9,725
New +$203K 0.34% 103