Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$98.3K Sell
12,313
-44,355
-78% -$354K 0.01% 787
2025
Q1
$536K Sell
56,668
-41,692
-42% -$394K 0.03% 501
2024
Q4
$1.01M Buy
98,360
+25,212
+34% +$258K 0.07% 360
2024
Q3
$1.01M Buy
+73,148
New +$1.01M 0.07% 320