Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Sell
5,847
-796
-12% -$41.1K ﹤0.01% 1300
2025
Q1
$388K Sell
6,643
-1,000
-13% -$58.4K 0.01% 1162
2024
Q4
$490K Buy
7,643
+1,950
+34% +$125K 0.01% 958
2024
Q3
$272K Sell
5,693
-234
-4% -$11.2K 0.01% 1174
2024
Q2
$217K Buy
+5,927
New +$217K 0.01% 1259
2024
Q1
Sell
-5,548
Closed -$211K 1365
2023
Q4
$211K Sell
5,548
-7,344
-57% -$279K 0.01% 1191
2023
Q3
$432K Buy
+12,892
New +$432K 0.01% 753