Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,203
Closed -$167K 730
2025
Q1
$167K Buy
17,203
+6,266
+57% +$60.8K 0.01% 556
2024
Q4
$103K Sell
10,937
-2,465
-18% -$23.2K 0.01% 546
2024
Q3
$152K Buy
13,402
+914
+7% +$10.4K 0.01% 452
2024
Q2
$122K Buy
12,488
+274
+2% +$2.68K 0.01% 438
2024
Q1
$116K Buy
+12,214
New +$116K 0.01% 442