Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,891
Closed -$290K 97
2025
Q1
$290K Buy
1,891
+1,098
+138% +$169K 0.08% 43
2024
Q4
$122K Buy
+793
New +$122K 0.06% 54
2024
Q3
Hold
0
68
2023
Q3
Hold
0
82
2023
Q2
Hold
0
77