Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$104K Hold
1,469
0.02% 143
2025
Q1
$93.3K Buy
+1,469
New +$93.3K 0.02% 141
2024
Q4
Sell
-1,469
Closed -$130K 153
2024
Q3
$130K Sell
1,469
-132
-8% -$11.7K 0.02% 133
2024
Q2
$121K Buy
1,601
+1,327
+484% +$100K 0.02% 143
2024
Q1
$25.8K Buy
274
+132
+93% +$12.4K 0.01% 139
2023
Q4
$15.4K Hold
142
0.01% 132
2023
Q3
$13.6K Hold
142
0.01% 132
2023
Q2
$15.7K Buy
+142
New +$15.7K 0.01% 118