Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$600K Sell
4,891
-4,009
-45% -$492K 0.01% 789
2025
Q1
$1.03M Hold
8,900
0.02% 547
2024
Q4
$1.03M Buy
8,900
+3,102
+54% +$357K 0.02% 545
2024
Q3
$687K Buy
5,798
+3,120
+117% +$370K 0.02% 652
2024
Q2
$369K Buy
2,678
+97
+4% +$13.4K 0.01% 814
2024
Q1
$295K Buy
2,581
+1,907
+283% +$218K 0.01% 868
2023
Q4
$51.6K Buy
+674
New +$51.6K ﹤0.01% 1471