Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,709
Closed -$35.3K 793
2025
Q1
$35.3K Sell
14,709
-41,538
-74% -$99.7K ﹤0.01% 725
2024
Q4
$199K Buy
56,247
+27,236
+94% +$96.4K 0.02% 658
2024
Q3
$123K Buy
+29,011
New +$123K 0.01% 687