Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Buy
+20,392
New +$1.31M 0.06% 272
2025
Q1
Sell
-3,453
Closed -$251K 1455
2024
Q4
$251K Sell
3,453
-696
-17% -$50.5K 0.01% 988
2024
Q3
$348K Buy
+4,149
New +$348K ﹤0.01% 1250
2024
Q2
Sell
-4,748
Closed -$375K 1868
2024
Q1
$375K Buy
4,748
+772
+19% +$60.9K ﹤0.01% 929
2023
Q4
$266K Buy
+3,976
New +$266K ﹤0.01% 1193
2023
Q3
Hold
0
1708