Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$378K Buy
75,058
+17,818
+31% +$89.6K 0.01% 950
2025
Q1
$259K Sell
57,240
-1,911
-3% -$8.66K 0.01% 1055
2024
Q4
$279K Buy
59,151
+56,238
+1,931% +$265K 0.01% 971
2024
Q3
$11.1K Buy
+2,913
New +$11.1K ﹤0.01% 2381
2023
Q1
Sell
-57
Closed -$1K 3812
2022
Q4
$1K Sell
57
-3,000
-98% -$52.6K ﹤0.01% 4352
2022
Q3
$27K Hold
3,057
﹤0.01% 2839
2022
Q2
$27K Hold
3,057
﹤0.01% 2612
2022
Q1
$27K Buy
+3,057
New +$27K ﹤0.01% 2612