Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.8M Buy
7,926
+125
+2% +$28.3K 0.32% 33
2025
Q1
$1.29M Sell
7,801
-1,068
-12% -$177K 0.27% 40
2024
Q4
$1.75M Buy
8,869
+6,204
+233% +$1.23M 0.36% 34
2024
Q3
$463K Hold
2,665
0.1% 75
2024
Q2
$463K Hold
2,665
0.11% 75
2024
Q1
$363K Sell
2,665
-58
-2% -$7.89K 0.08% 83
2023
Q4
$283K Buy
+2,723
New +$283K 0.07% 90