Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$134K Buy
422
+163
+63% +$51.8K 0.01% 1322
2025
Q1
$67.1K Buy
259
+66
+34% +$17.1K 0.01% 1443
2024
Q4
$77.9K Sell
193
-8,837
-98% -$3.57M 0.01% 1174
2024
Q3
$2.36M Buy
+9,030
New +$2.36M 0.21% 97
2024
Q2
Sell
-752
Closed -$132K 1900
2024
Q1
$132K Sell
752
-1,145
-60% -$201K 0.02% 761
2023
Q4
$471K Buy
+1,897
New +$471K 0.1% 366