Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$440K Sell
3,325
-70
-2% -$9.26K 0.22% 86
2025
Q1
$406K Buy
3,395
+1,855
+120% +$222K 0.24% 82
2024
Q4
$202K Buy
+1,540
New +$202K 0.11% 155
2024
Q3
Sell
-1,540
Closed -$234K 155
2024
Q2
$234K Hold
1,540
0.14% 131
2024
Q1
$254K Sell
1,540
-475
-24% -$78.4K 0.15% 125
2023
Q4
$274K Sell
2,015
-435
-18% -$59.2K 0.19% 103
2023
Q3
$336K Buy
+2,450
New +$336K 0.26% 76