Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,246
Closed -$46.5K 1432
2025
Q1
$46.5K Buy
+3,246
New +$46.5K 0.01% 725
2024
Q4
Sell
-3,369
Closed -$100K 1480
2024
Q3
$100K Sell
3,369
-6,014
-64% -$179K 0.01% 672
2024
Q2
$368K Buy
9,383
+5,217
+125% +$205K 0.04% 340
2024
Q1
$221K Buy
+4,166
New +$221K 0.05% 349
2023
Q4
Sell
-744
Closed -$34.3K 1196
2023
Q3
$34.3K Buy
+744
New +$34.3K 0.02% 504