Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Sell
2,222
-93
-4% -$12.6K ﹤0.01% 1143
2025
Q1
$297K Buy
2,315
+106
+5% +$13.6K ﹤0.01% 1110
2024
Q4
$346K Buy
2,209
+424
+24% +$66.3K ﹤0.01% 1076
2024
Q3
$244K Buy
+1,785
New +$244K ﹤0.01% 1157