Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$523K Sell
664
-297
-31% -$234K 0.17% 69
2025
Q1
$590K Hold
961
0.22% 61
2024
Q4
$604K Sell
961
-332
-26% -$209K 0.23% 59
2024
Q3
$803K Buy
1,293
+1,271
+5,777% +$789K 0.33% 47
2024
Q2
$14.5K Sell
22
-43
-66% -$28.3K 0.01% 370
2024
Q1
$42.3K Hold
65
0.02% 254
2023
Q4
$40.6K Buy
+65
New +$40.6K 0.03% 249