Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Sell
2,039
-23,646
-92% -$2.33M ﹤0.01% 1504
2025
Q1
$2.68M Buy
25,685
+22,683
+756% +$2.37M 0.04% 383
2024
Q4
$406K Buy
3,002
+452
+18% +$61.1K 0.01% 1049
2024
Q3
$398K Sell
2,550
-178
-7% -$27.7K 0.01% 1040
2024
Q2
$404K Buy
+2,728
New +$404K 0.01% 1003
2024
Q1
Sell
-1,779
Closed -$253K 1423
2023
Q4
$253K Sell
1,779
-659
-27% -$93.9K 0.01% 1090
2023
Q3
$270K Buy
+2,438
New +$270K 0.01% 972