Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$787K Buy
8,960
+8,760
+4,380% +$770K 0.08% 396
2025
Q1
$14.1K Sell
200
-865
-81% -$60.9K ﹤0.01% 1760
2024
Q4
$79.2K Buy
+1,065
New +$79.2K 0.01% 1170
2024
Q3
Sell
-857
Closed -$51.4K 1980
2024
Q2
$51.4K Sell
857
-1,015
-54% -$60.8K 0.01% 1065
2024
Q1
$122K Sell
1,872
-1,066
-36% -$69.5K 0.02% 778
2023
Q4
$269K Buy
+2,938
New +$269K 0.06% 557