Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109K Sell
13,870
-484
-3% -$3.81K ﹤0.01% 825
2025
Q1
$107K Sell
14,354
-6,448
-31% -$48.2K ﹤0.01% 812
2024
Q4
$206K Buy
+20,802
New +$206K ﹤0.01% 788
2024
Q2
Sell
-22,484
Closed -$130K 843
2024
Q1
$130K Buy
22,484
+4,837
+27% +$28K ﹤0.01% 782
2023
Q4
$81.2K Buy
+17,647
New +$81.2K ﹤0.01% 768