Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Buy
35,369
+25,380
+254% +$206K 0.03% 906
2025
Q1
$70.8K Sell
9,989
-94,878
-90% -$673K 0.01% 1429
2024
Q4
$979K Buy
104,867
+37,650
+56% +$352K 0.13% 243
2024
Q3
$878K Buy
67,217
+32,094
+91% +$419K 0.08% 407
2024
Q2
$535K Sell
35,123
-5,114
-13% -$77.9K 0.07% 431
2024
Q1
$526K Buy
40,237
+22,958
+133% +$300K 0.09% 351
2023
Q4
$229K Buy
+17,279
New +$229K 0.05% 586