Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Buy
28,246
+8,529
+43% +$31.1K 0.01% 302
2025
Q1
$52.4K Sell
19,717
-1,732
-8% -$4.61K 0.01% 301
2024
Q4
$86.9K Sell
21,449
-489,061
-96% -$1.98M 0.01% 292
2024
Q3
$2.11M Hold
510,510
0.22% 128
2024
Q2
$1.25M Buy
510,510
+152,436
+43% +$373K 0.14% 166
2024
Q1
$899K Sell
358,074
-6,697
-2% -$16.8K 0.1% 208
2023
Q4
$1.31M Buy
364,771
+337,169
+1,222% +$1.21M 0.15% 171
2023
Q3
$93.3K Buy
+27,602
New +$93.3K 0.02% 233