Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$87.1K Sell
158
-1,689
-91% -$931K 0.01% 66
2025
Q1
$1.09M Sell
1,847
-2,185
-54% -$1.29M 0.09% 34
2024
Q4
$2.48M Buy
4,032
+731
+22% +$450K 0.2% 40
2024
Q3
$1.79M Sell
3,301
-1,393
-30% -$755K 0.17% 45
2024
Q2
$2.02M Hold
4,694
0.16% 43
2024
Q1
$1.85M Buy
+4,694
New +$1.85M 0.14% 56