Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$130K Sell
2,588
-6,265
-71% -$314K 0.01% 1336
2025
Q1
$418K Buy
+8,853
New +$418K 0.05% 603
2024
Q4
Sell
-24,097
Closed -$1.34M 1795
2024
Q3
$1.34M Buy
24,097
+21,657
+888% +$1.2M 0.12% 265
2024
Q2
$144K Sell
2,440
-4,424
-64% -$261K 0.02% 847
2024
Q1
$472K Buy
+6,864
New +$472K 0.08% 383