Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$384K Sell
2,373
-36
-1% -$5.82K 0.01% 889
2025
Q1
$257K Buy
2,409
+163
+7% +$17.4K 0.01% 1021
2024
Q4
$277K Sell
2,246
-14,755
-87% -$1.82M 0.01% 962
2024
Q3
$2.43M Buy
17,001
+15,264
+879% +$2.18M 0.07% 249
2024
Q2
$284K Sell
1,737
-31,015
-95% -$5.07M 0.01% 950
2024
Q1
$4.09M Buy
+32,752
New +$4.09M 0.13% 163