Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$932K Buy
16,004
+2,167
+16% +$126K 0.09% 322
2025
Q1
$668K Buy
13,837
+7,203
+109% +$348K 0.07% 424
2024
Q4
$247K Sell
6,634
-17,470
-72% -$650K 0.03% 784
2024
Q3
$1.29M Buy
+24,104
New +$1.29M 0.11% 277
2024
Q1
Sell
-6,500
Closed -$269K 1747
2023
Q4
$269K Buy
+6,500
New +$269K 0.06% 558