Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Buy
8,870
+6,792
+327% +$301K 0.04% 735
2025
Q1
$68.9K Sell
2,078
-140
-6% -$4.64K 0.01% 1435
2024
Q4
$80.8K Sell
2,218
-46,932
-95% -$1.71M 0.01% 1163
2024
Q3
$1.39M Buy
+49,150
New +$1.39M 0.12% 249
2024
Q2
Sell
-3,297
Closed -$82.2K 1897
2024
Q1
$82.2K Sell
3,297
-7,338
-69% -$183K 0.01% 856
2023
Q4
$194K Buy
+10,635
New +$194K 0.04% 624