Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-67
Closed -$485K 1271
2025
Q1
$485K Buy
67
+30
+81% +$217K 0.01% 1137
2024
Q4
$303K Buy
37
+1
+3% +$8.18K ﹤0.01% 1239
2024
Q3
$353K Buy
+36
New +$353K ﹤0.01% 1100