Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Sell
1,936
-254
-12% -$39.8K 0.02% 419
2025
Q1
$283K Buy
2,190
+34
+2% +$4.39K 0.01% 452
2024
Q4
$308K Buy
2,156
+1,936
+880% +$277K 0.02% 442
2024
Q3
$32.9K Sell
220
-158
-42% -$23.6K ﹤0.01% 881
2024
Q2
$48.8K Buy
378
+179
+90% +$23.1K ﹤0.01% 672
2024
Q1
$27.1K Buy
199
+25
+14% +$3.4K ﹤0.01% 649
2023
Q4
$20.8K Buy
174
+58
+50% +$6.92K ﹤0.01% 692
2023
Q3
$11.4K Buy
+116
New +$11.4K ﹤0.01% 777