Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,760
Closed -$1.17M 90
2025
Q1
$1.17M Buy
10,760
+9,890
+1,137% +$1.07M 0.33% 23
2024
Q4
$117K Buy
+870
New +$117K 0.06% 56
2024
Q3
Sell
-180
Closed -$22.2K 66
2024
Q2
$22.2K Buy
+180
New +$22.2K 0.01% 25
2024
Q1
Hold
0
53
2023
Q4
Hold
0
55
2023
Q3
Hold
0
78
2023
Q2
Hold
0
72