Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$41.8K Buy
+54,819
New +$41.8K 0.01% 184
2025
Q1
Sell
-415,606
Closed -$1.02M 216
2024
Q4
$1.02M Sell
415,606
-60,606
-13% -$148K 0.2% 71
2024
Q3
$1.06M Sell
476,212
-93,788
-16% -$208K 0.17% 65
2024
Q2
$1.2M Sell
570,000
-30,000
-5% -$63.3K 0.23% 54
2024
Q1
$2.19M Buy
+600,000
New +$2.19M 0.5% 36