Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Hold
4,440
﹤0.01% 601
2025
Q1
$409K Sell
4,440
-68
-2% -$6.26K ﹤0.01% 617
2024
Q4
$380K Hold
4,508
﹤0.01% 659
2024
Q3
$475K Sell
4,508
-7,162
-61% -$754K ﹤0.01% 633
2024
Q2
$1.01M Hold
11,670
0.01% 555
2024
Q1
$1.23M Hold
11,670
0.01% 547
2023
Q4
$1.39M Buy
11,670
+7,293
+167% +$869K 0.01% 535
2023
Q3
$588K Buy
+4,377
New +$588K ﹤0.01% 610