Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$159K Buy
+7,600
New +$159K 0.02% 1058
2024
Q3
Sell
-14,282
Closed -$260K 1809
2024
Q2
$260K Sell
14,282
-2,273
-14% -$41.3K 0.04% 394
2024
Q1
$355K Buy
16,555
+12,247
+284% +$263K 0.06% 263
2023
Q4
$92.8K Buy
+4,308
New +$92.8K 0.02% 1033