Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10K Sell
118
-1,798
-94% -$153K ﹤0.01% 1854
2025
Q1
$139K Buy
+1,916
New +$139K 0.02% 1159
2024
Q4
Sell
-11,596
Closed -$1.2M 1951
2024
Q3
$1.2M Buy
11,596
+9,678
+505% +$1,000K 0.11% 297
2024
Q2
$223K Buy
+1,918
New +$223K 0.03% 713