Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$870K Buy
12,707
+5,219
+70% +$357K 0.09% 353
2025
Q1
$501K Sell
7,488
-108
-1% -$7.22K 0.05% 522
2024
Q4
$538K Buy
7,596
+7,586
+75,860% +$537K 0.07% 448
2024
Q3
$619 Buy
+10
New +$619 ﹤0.01% 1679
2024
Q2
Sell
-10
Closed -$479 1937
2024
Q1
$479 Sell
10
-43
-81% -$2.06K ﹤0.01% 1523
2023
Q4
$3.01K Buy
+53
New +$3.01K ﹤0.01% 1016