Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Buy
3,290
+569
+21% +$38.2K ﹤0.01% 1462
2025
Q1
$212K Sell
2,721
-122,300
-98% -$9.53M ﹤0.01% 1423
2024
Q4
$10.2M Buy
+125,021
New +$10.2M 0.18% 124
2024
Q2
Sell
-3,225
Closed -$281K 1466
2024
Q1
$281K Buy
+3,225
New +$281K 0.01% 1065