Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Sell
6,786
-6,548
-49% -$249K ﹤0.01% 1377
2025
Q1
$558K Buy
+13,334
New +$558K 0.01% 983
2024
Q3
Sell
-7,798
Closed -$270K 1423
2024
Q2
$270K Buy
+7,798
New +$270K 0.01% 1163