Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-69,183
Closed -$446K 3075
2025
Q1
$446K Buy
69,183
+57,201
+477% +$368K 0.02% 1117
2024
Q4
$74.6K Sell
11,982
-4,481
-27% -$27.9K 0.01% 1818
2024
Q3
$59.8K Sell
16,463
-28,485
-63% -$103K ﹤0.01% 1665
2024
Q2
$145K Buy
44,948
+14,440
+47% +$46.6K 0.01% 1334
2024
Q1
$105K Sell
30,508
-6,113
-17% -$21.1K 0.01% 1356
2023
Q4
$116K Buy
36,621
+24,044
+191% +$76.2K 0.03% 1101
2023
Q3
$46.4K Buy
+12,577
New +$46.4K 0.01% 1286