Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$505K Hold
2,718
0.08% 72
2025
Q1
$569K Sell
2,718
-4,023
-60% -$843K 0.1% 59
2024
Q4
$1.2M Hold
6,741
0.19% 34
2024
Q3
$1.33M Buy
6,741
+481
+8% +$95K 0.22% 36
2024
Q2
$1.07M Buy
6,260
+612
+11% +$105K 0.2% 43
2024
Q1
$1.03M Buy
5,648
+5,528
+4,607% +$1.01M 0.28% 38
2023
Q4
$18.6K Sell
120
-548
-82% -$84.9K 0.01% 129
2023
Q3
$99.6K Buy
668
+500
+298% +$74.5K 0.05% 91
2023
Q2
$22.6K Buy
168
+120
+250% +$16.2K 0.01% 96
2023
Q1
$7.65K Hold
48
0.01% 112
2022
Q4
$8K Hold
48
0.01% 107
2022
Q3
$6K Buy
+48
New +$6K 0.01% 102