Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,333
Closed -$177K 1304
2024
Q4
$177K Buy
+1,333
New +$177K 0.02% 548
2024
Q2
Sell
-4,440
Closed -$678K 1325
2024
Q1
$678K Buy
4,440
+2,550
+135% +$389K 0.16% 153
2023
Q4
$272K Buy
1,890
+1,840
+3,680% +$265K 0.08% 226
2023
Q3
$7.65K Sell
50
-1,909
-97% -$292K ﹤0.01% 723
2023
Q2
$266K Buy
+1,959
New +$266K 0.09% 242