Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$450K Buy
+1,334
New +$450K 0.1% 173
2025
Q1
Sell
-527
Closed -$107K 1690
2024
Q4
$107K Sell
527
-543
-51% -$110K 0.02% 404
2024
Q3
$186K Buy
1,070
+926
+643% +$161K 0.05% 234
2024
Q2
$18.5K Buy
144
+137
+1,957% +$17.6K 0.01% 1096
2024
Q1
$615 Sell
7
-656
-99% -$57.6K ﹤0.01% 1562
2023
Q4
$35.1K Sell
663
-399
-38% -$21.1K 0.01% 425
2023
Q3
$44.6K Sell
1,062
-446
-30% -$18.7K 0.01% 316
2023
Q2
$39.1K Buy
1,508
+550
+57% +$14.3K 0.01% 267
2023
Q1
$9.38K Buy
+958
New +$9.38K ﹤0.01% 778