Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$359K Buy
8,113
+5,023
+163% +$222K 0.07% 114
2025
Q1
$102K Hold
3,090
0.02% 162
2024
Q4
$113K Buy
3,090
+1,598
+107% +$58.4K 0.03% 122
2024
Q3
$42K Sell
1,492
-4,476
-75% -$126K 0.01% 178
2024
Q2
$154K Sell
5,968
-4,140
-41% -$107K 0.04% 103
2024
Q1
$252K Buy
10,108
+6,697
+196% +$167K 0.07% 89
2023
Q4
$62K Hold
3,411
0.02% 143
2023
Q3
$64K Buy
+3,411
New +$64K 0.02% 130