Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Buy
+725
New +$296K 0.27% 99
2025
Q1
Sell
-29
Closed -$12.2K 410
2024
Q4
$12.2K Hold
29
0.01% 436
2024
Q3
$13.1K Sell
29
-45
-61% -$20.4K 0.01% 431
2024
Q2
$27K Buy
74
+17
+30% +$6.2K 0.02% 315
2024
Q1
$23.6K Sell
57
-3
-5% -$1.24K 0.02% 329
2023
Q4
$19.7K Buy
+60
New +$19.7K 0.02% 341