Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
+25,911
New +$212K ﹤0.01% 1479
2025
Q1
Sell
-20,219
Closed -$187K 1621
2024
Q4
$187K Buy
20,219
+8,792
+77% +$81.3K ﹤0.01% 1353
2024
Q3
$206K Sell
11,427
-18,379
-62% -$332K 0.01% 1310
2024
Q2
$354K Sell
29,806
-8,407
-22% -$99.7K 0.01% 1060
2024
Q1
$504K Sell
38,213
-8,389
-18% -$111K 0.01% 822
2023
Q4
$915K Buy
46,602
+3,401
+8% +$66.8K 0.02% 587
2023
Q3
$543K Buy
+43,201
New +$543K 0.02% 677