Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$467K Sell
15,737
-2,379
-13% -$70.6K ﹤0.01% 1124
2025
Q1
$601K Sell
18,116
-10,188
-36% -$338K ﹤0.01% 920
2024
Q4
$969K Buy
28,304
+1,885
+7% +$64.5K 0.01% 661
2024
Q3
$956K Buy
26,419
+10,592
+67% +$383K 0.01% 658
2024
Q2
$541K Buy
+15,827
New +$541K 0.01% 765