Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-425
Closed -$216K 278
2025
Q1
$216K Sell
425
-80
-16% -$40.7K 0.06% 232
2024
Q4
$239K Hold
505
0.07% 228
2024
Q3
$248K Sell
505
-556
-52% -$273K 0.09% 210
2024
Q2
$492K Buy
+1,061
New +$492K 0.25% 82