Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$434K Buy
14,540
+7,543
+108% +$225K 0.04% 678
2025
Q1
$202K Sell
6,997
-10,698
-60% -$308K 0.02% 992
2024
Q4
$584K Buy
17,695
+17,683
+147,358% +$583K 0.08% 410
2024
Q3
$410 Buy
+12
New +$410 ﹤0.01% 1751
2024
Q2
Sell
-1,625
Closed -$64.9K 1574
2024
Q1
$64.9K Sell
1,625
-3,066
-65% -$122K 0.01% 894
2023
Q4
$177K Buy
+4,691
New +$177K 0.04% 652