Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$643K Sell
5,088
-389
-7% -$49.1K 0.01% 299
2025
Q1
$589K Hold
5,477
0.01% 306
2024
Q4
$718K Buy
5,477
+2,571
+88% +$337K 0.01% 287
2024
Q3
$312K Hold
2,906
﹤0.01% 366
2024
Q2
$308K Sell
2,906
-604
-17% -$64.1K ﹤0.01% 379
2024
Q1
$428K Hold
3,510
﹤0.01% 361
2023
Q4
$307K Buy
+3,510
New +$307K ﹤0.01% 384