Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43K Sell
1,010
-8,223
-89% -$350K ﹤0.01% 331
2025
Q1
$300K Sell
9,233
-2,500
-21% -$81.3K 0.03% 153
2024
Q4
$393K Buy
11,733
+1,294
+12% +$43.3K 0.04% 136
2024
Q3
$306K Hold
10,439
0.03% 153
2024
Q2
$284K Hold
10,439
0.03% 165
2024
Q1
$166K Hold
10,439
0.02% 218
2023
Q4
$247K Buy
+10,439
New +$247K 0.03% 172