Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$126K Buy
865
+225
+35% +$32.7K ﹤0.01% 738
2025
Q1
$81K Sell
640
-947
-60% -$120K ﹤0.01% 823
2024
Q4
$165K Buy
+1,587
New +$165K 0.01% 598