Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$538K Buy
3,325
+500
+18% +$80.9K 0.01% 325
2025
Q1
$302K Sell
2,825
-196
-6% -$20.9K 0.01% 362
2024
Q4
$373K Hold
3,021
0.01% 356
2024
Q3
$432K Sell
3,021
-250
-8% -$35.8K 0.01% 356
2024
Q2
$535K Buy
3,271
+2,602
+389% +$426K 0.01% 332
2024
Q1
$83.6K Sell
669
-3,866
-85% -$483K ﹤0.01% 523
2023
Q4
$341K Buy
4,535
+2,000
+79% +$150K 0.01% 388
2023
Q3
$136K Buy
+2,535
New +$136K ﹤0.01% 454