Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-16,706
Closed -$119K 1898
2025
Q1
$119K Sell
16,706
-247
-1% -$1.76K ﹤0.01% 1489
2024
Q4
$155K Sell
16,953
-270
-2% -$2.48K ﹤0.01% 1342
2024
Q3
$167K Sell
17,223
-500
-3% -$4.85K ﹤0.01% 1302
2024
Q2
$144K Buy
+17,723
New +$144K ﹤0.01% 1171