Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$322K Hold
1,015
0.02% 319
2025
Q1
$263K Sell
1,015
-3,939
-80% -$1.02M 0.02% 327
2024
Q4
$938K Buy
4,954
+3,954
+395% +$749K 0.06% 196
2024
Q3
$262K Buy
+1,000
New +$262K 0.02% 312
2024
Q2
Sell
-1,330
Closed -$234K 362
2024
Q1
$234K Sell
1,330
-10,045
-88% -$1.77M 0.02% 328
2023
Q4
$349K Buy
+11,375
New +$349K 0.03% 278
2023
Q3
Sell
-1,767
Closed -$463K 364
2023
Q2
$463K Buy
+1,767
New +$463K 0.04% 255