Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Hold
3,411
0.01% 333
2025
Q1
$911K Hold
3,411
0.01% 362
2024
Q4
$811K Sell
3,411
-3,411
-50% -$811K 0.01% 430
2024
Q3
$1.78M Hold
6,822
0.02% 388
2024
Q2
$1.53M Sell
6,822
-108
-2% -$24.2K 0.01% 393
2024
Q1
$1.32M Hold
6,930
0.01% 434
2023
Q4
$1.24M Buy
+6,930
New +$1.24M 0.02% 469
2022
Q4
Sell
-13,813
Closed -$1.99M 542
2022
Q3
$1.99M Buy
+13,813
New +$1.99M 0.04% 343