Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$64.6K Buy
+11,456
New +$64.6K ﹤0.01% 1599
2025
Q1
Sell
-27,807
Closed -$172K 1993
2024
Q4
$172K Buy
27,807
+22,471
+421% +$139K ﹤0.01% 1558
2024
Q3
$36.5K Buy
5,336
+761
+17% +$5.21K ﹤0.01% 2050
2024
Q2
$24.4K Buy
+4,575
New +$24.4K ﹤0.01% 2253
2024
Q1
Hold
0
2743
2023
Q4
Sell
-14,824
Closed -$87.5K 2444
2023
Q3
$87.5K Buy
+14,824
New +$87.5K ﹤0.01% 1683
2023
Q2
Hold
0
2340
2022
Q3
Sell
-117,937
Closed -$1.07M 2419
2022
Q2
$1.07M Buy
+117,937
New +$1.07M 0.03% 599