Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$430K Sell
4,338
-310
-7% -$30.7K ﹤0.01% 1174
2025
Q1
$380K Sell
4,648
-120
-3% -$9.81K ﹤0.01% 1096
2024
Q4
$495K Sell
4,768
-1,840
-28% -$191K ﹤0.01% 894
2024
Q3
$585K Buy
6,608
+24
+0.4% +$2.13K ﹤0.01% 806
2024
Q2
$483K Buy
6,584
+2
+0% +$147 ﹤0.01% 806
2024
Q1
$435K Sell
6,582
-2,000
-23% -$132K 0.01% 775
2023
Q4
$638K Buy
+8,582
New +$638K 0.01% 511