Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Sell
740
-164
-18% -$44.9K ﹤0.01% 1075
2025
Q1
$316K Sell
904
-184
-17% -$64.3K ﹤0.01% 899
2024
Q4
$496K Buy
1,088
+81
+8% +$36.9K 0.01% 769
2024
Q3
$440K Sell
1,007
-77
-7% -$33.7K ﹤0.01% 810
2024
Q2
$514K Sell
1,084
-116
-10% -$55K 0.01% 725
2024
Q1
$702K Sell
1,200
-56
-4% -$32.8K 0.01% 647
2023
Q4
$550K Sell
1,256
-419
-25% -$184K 0.01% 689
2023
Q3
$668K Buy
+1,675
New +$668K 0.01% 583