Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$128K Sell
1,439
-8,691
-86% -$773K 0.01% 979
2025
Q1
$768K Buy
10,130
+10,120
+101,200% +$767K 0.07% 312
2024
Q4
$777 Sell
10
-10,087
-100% -$784K 0.07% 303
2024
Q3
$737K Hold
10,097
0.06% 335
2024
Q2
$608K Sell
10,097
-2,204
-18% -$133K 0.06% 367
2024
Q1
$776K Sell
12,301
-267
-2% -$16.8K 0.07% 302
2023
Q4
$730K Sell
12,568
-222
-2% -$12.9K 0.07% 289
2023
Q3
$621K Buy
+12,790
New +$621K 0.07% 318