Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$169K Buy
1,165
+824
+242% +$120K 0.01% 888
2025
Q1
$59K Buy
+341
New +$59K 0.01% 1111
2024
Q4
Sell
-606
Closed -$174K 1632
2024
Q3
$174K Sell
606
-10
-2% -$2.87K 0.01% 829
2024
Q2
$193K Sell
616
-2
-0.3% -$627 0.02% 761
2024
Q1
$217K Sell
618
-108
-15% -$37.9K 0.02% 724
2023
Q4
$205K Buy
726
+17
+2% +$4.8K 0.02% 720
2023
Q3
$174K Buy
+709
New +$174K 0.02% 739