Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$854K Sell
7,409
-1,793
-19% -$207K 0.03% 176
2025
Q1
$881K Buy
9,202
+126
+1% +$12.1K 0.04% 177
2024
Q4
$965K Buy
9,076
+6,792
+297% +$722K 0.01% 173
2024
Q3
$180K Hold
2,284
0.01% 237
2024
Q2
$151K Hold
2,284
0.01% 230
2024
Q1
$177K Buy
+2,284
New +$177K 0.01% 234