Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$97.5K Buy
10,262
+1,506
+17% +$14.3K 0.02% 440
2025
Q1
$3.62K Buy
8,756
+8,248
+1,624% +$3.41K ﹤0.01% 993
2024
Q4
$4.84K Hold
508
﹤0.01% 1008
2024
Q3
$5.83K Sell
508
-4,340
-90% -$49.8K ﹤0.01% 867
2024
Q2
$46.6K Buy
+4,848
New +$46.6K 0.01% 813
2023
Q4
Sell
-6,339
Closed -$58.1K 1132
2023
Q3
$58.1K Sell
6,339
-24,801
-80% -$227K 0.02% 501
2023
Q2
$311K Sell
31,140
-3,036
-9% -$30.3K 0.05% 299
2023
Q1
$389K Buy
+34,176
New +$389K 0.09% 119