Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$184K Buy
+4,971
New +$184K 0.04% 365
2025
Q1
Sell
-18,931
Closed -$696K 1835
2024
Q4
$696K Buy
18,931
+15,772
+499% +$580K 0.1% 101
2024
Q3
$126K Buy
3,159
+1,014
+47% +$40.5K 0.03% 332
2024
Q2
$89.2K Buy
2,145
+1,919
+849% +$79.8K 0.03% 372
2024
Q1
$12.1K Sell
226
-674
-75% -$36K ﹤0.01% 1086
2023
Q4
$43K Buy
900
+355
+65% +$17K 0.01% 338
2023
Q3
$27K Buy
545
+500
+1,111% +$24.8K 0.01% 520
2023
Q2
$2.62K Buy
+45
New +$2.62K ﹤0.01% 967