Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$174K Sell
1,910
-6,489
-77% -$591K 0.01% 994
2025
Q1
$642K Sell
8,399
-5,496
-40% -$420K 0.02% 584
2024
Q4
$907K Buy
13,895
+3,545
+34% +$231K 0.03% 484
2024
Q3
$565K Buy
+10,350
New +$565K 0.02% 651
2023
Q1
Sell
-2,630
Closed -$111K 1255
2022
Q4
$111K Hold
2,630
﹤0.01% 1048
2022
Q3
$97K Buy
+2,630
New +$97K ﹤0.01% 1076