Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
4322
2025
Q1
Sell
-29,407
Closed -$624K 4281
2024
Q4
$624K Buy
29,407
+24,266
+472% +$515K ﹤0.01% 584
2024
Q3
$41K Sell
5,141
-34,751
-87% -$277K ﹤0.01% 1332
2024
Q2
$337K Buy
39,892
+17,595
+79% +$149K ﹤0.01% 755
2024
Q1
$254K Buy
+22,297
New +$254K ﹤0.01% 895
2023
Q4
Hold
0
4312
2023
Q3
Hold
0
4265