Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$585K Sell
7,163
-180
-2% -$14.7K 0.07% 104
2025
Q1
$729K Sell
7,343
-144
-2% -$14.3K 0.1% 78
2024
Q4
$752K Sell
7,487
-634
-8% -$63.7K 0.1% 75
2024
Q3
$740K Sell
8,121
-907
-10% -$82.7K 0.11% 71
2024
Q2
$736K Buy
9,028
+8,578
+1,906% +$700K 0.11% 71
2024
Q1
$36.1K Hold
450
0.01% 340
2023
Q4
$31.6K Buy
+450
New +$31.6K 0.01% 349