Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Buy
6,733
+4,287
+175% +$183K 0.03% 904
2025
Q1
$79.5K Sell
2,446
-540
-18% -$17.6K 0.01% 1392
2024
Q4
$100K Sell
2,986
-4,844
-62% -$162K 0.01% 1090
2024
Q3
$229K Buy
+7,830
New +$229K 0.02% 1013
2024
Q2
Sell
-5,559
Closed -$88.4K 1625
2024
Q1
$88.4K Buy
5,559
+2,827
+103% +$45K 0.02% 842
2023
Q4
$64.6K Buy
+2,732
New +$64.6K 0.01% 847