Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327K Buy
49,587
+32,575
+191% +$215K 0.01% 1335
2025
Q1
$73.8K Buy
+17,012
New +$73.8K 0.01% 1124
2024
Q3
Sell
-36,587
Closed -$385K 1328
2024
Q2
$385K Buy
+36,587
New +$385K 0.02% 929
2024
Q1
Sell
-32,369
Closed -$477K 1378
2023
Q4
$477K Buy
32,369
+21,435
+196% +$316K 0.04% 622
2023
Q3
$163K Buy
+10,934
New +$163K 0.02% 928