Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$178K Buy
604
+193
+47% +$56.8K 0.04% 122
2025
Q1
$102K Sell
411
-4
-1% -$995 0.03% 154
2024
Q4
$91.1K Buy
415
+272
+190% +$59.7K 0.02% 162
2024
Q3
$31.7K Sell
143
-406
-74% -$89.9K 0.01% 231
2024
Q2
$94.9K Buy
549
+435
+382% +$75.2K 0.03% 156
2024
Q1
$21.8K Sell
114
-468
-80% -$89.4K 0.01% 280
2023
Q4
$95.2K Buy
+582
New +$95.2K 0.03% 197