Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$703K Buy
2,385
+1,240
+108% +$366K 0.02% 131
2025
Q1
$285K Hold
1,145
0.01% 142
2024
Q4
$252K Buy
+1,145
New +$252K 0.01% 150
2024
Q2
Sell
-3,659
Closed -$699K 187
2024
Q1
$699K Buy
3,659
+71
+2% +$13.6K 0.02% 114
2023
Q4
$587K Buy
+3,588
New +$587K 0.01% 125