Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$160K Sell
8,765
-9,094
-51% -$166K 0.02% 1250
2025
Q1
$325K Buy
17,859
+14,882
+500% +$271K 0.04% 727
2024
Q4
$70.4K Buy
+2,977
New +$70.4K 0.01% 1203
2024
Q3
Sell
-8,572
Closed -$194K 1939
2024
Q2
$194K Buy
8,572
+7,617
+798% +$172K 0.03% 763
2024
Q1
$21.6K Buy
+955
New +$21.6K ﹤0.01% 1025