Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Buy
20,083
+1,900
+10% +$20K 0.01% 660
2025
Q1
$226K Buy
18,183
+5,748
+46% +$71.4K 0.01% 633
2024
Q4
$160K Buy
12,435
+2,270
+22% +$29.2K 0.01% 666
2024
Q3
$204K Sell
10,165
-3,000
-23% -$60.2K 0.01% 656
2024
Q2
$231K Sell
13,165
-3,000
-19% -$52.7K 0.01% 607
2024
Q1
$290K Sell
16,165
-15,534
-49% -$279K 0.01% 540
2023
Q4
$610K Buy
31,699
+384
+1% +$7.39K 0.03% 374
2023
Q3
$476K Hold
31,315
0.03% 401
2023
Q2
$649K Buy
+31,315
New +$649K 0.04% 356