Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$200K Sell
4,666
-144
-3% -$6.19K 0.02% 1131
2025
Q1
$106K Buy
4,810
+977
+25% +$21.6K 0.01% 1279
2024
Q4
$160K Buy
+3,833
New +$160K 0.02% 942
2024
Q3
Sell
-6,500
Closed -$45.7K 1932
2024
Q2
$45.7K Buy
6,500
+6,368
+4,824% +$44.8K 0.01% 1084
2024
Q1
$1.32K Sell
132
-17,480
-99% -$175K ﹤0.01% 1223
2023
Q4
$218K Buy
+17,612
New +$218K 0.05% 592