Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Sell
7,746
-5,426
-41% -$935K 0.02% 410
2025
Q1
$2.04M Buy
+13,172
New +$2.04M 0.04% 326
2024
Q4
Sell
-2
Closed -$354 1423
2024
Q3
$354 Hold
2
﹤0.01% 1257
2024
Q2
$363 Sell
2
-18
-90% -$3.27K ﹤0.01% 1112
2024
Q1
$3.76K Sell
20
-1
-5% -$188 ﹤0.01% 1015
2023
Q4
$3.67K Buy
21
+1
+5% +$175 ﹤0.01% 1049
2023
Q3
$2.81K Buy
20
+19
+1,900% +$2.67K ﹤0.01% 1009
2023
Q2
$142 Hold
1
﹤0.01% 1062
2023
Q1
$128 Buy
+1
New +$128 ﹤0.01% 1158
2021
Q1
$219K Buy
+1,592
New +$219K ﹤0.01% 855
2018
Q4
Sell
-1,901
Closed -$202K 927
2018
Q3
$202K Buy
+1,901
New +$202K 0.01% 874