Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$735K Buy
86,420
+59,649
+223% +$507K 0.02% 579
2025
Q1
$165K Hold
26,771
0.01% 990
2024
Q4
$170K Buy
+26,771
New +$170K 0.01% 1020
2024
Q2
Sell
-28,235
Closed -$170K 1290
2024
Q1
$170K Sell
28,235
-18,826
-40% -$113K 0.01% 1010
2023
Q4
$277K Hold
47,061
0.01% 876
2023
Q3
$298K Hold
47,061
0.01% 829
2023
Q2
$532K Buy
+47,061
New +$532K 0.02% 597