Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$466K Hold
11,156
0.01% 275
2025
Q1
$471K Buy
+11,156
New +$471K 0.01% 268
2024
Q4
Sell
-27,100
Closed -$1.79M 313
2024
Q3
$1.79M Buy
27,100
+2,000
+8% +$132K 0.05% 171
2024
Q2
$1.44M Buy
25,100
+1,700
+7% +$97.8K 0.04% 190
2024
Q1
$1.49M Buy
+23,400
New +$1.49M 0.05% 169
2023
Q2
Sell
-491
Closed -$60K 395
2023
Q1
$60K Hold
491
﹤0.01% 382
2022
Q4
$61.3K Buy
+491
New +$61.3K ﹤0.01% 379