Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,530
Closed -$674K 944
2025
Q1
$674K Buy
2,530
+432
+21% +$115K 0.01% 1003
2024
Q4
$528K Buy
2,098
+66
+3% +$16.6K 0.01% 999
2024
Q3
$447K Buy
+2,032
New +$447K 0.01% 1004