Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Sell
7,648
-173
-2% -$4.58K 0.01% 689
2025
Q1
$273K Buy
+7,821
New +$273K 0.01% 582
2024
Q3
Sell
-49,872
Closed -$2.65M 530
2024
Q2
$2.65M Buy
49,872
+2,307
+5% +$122K 0.22% 121
2024
Q1
$2.76M Buy
47,565
+43,591
+1,097% +$2.53M 0.24% 113
2023
Q4
$218K Buy
+3,974
New +$218K 0.02% 467
2023
Q2
Sell
-4,047
Closed -$222K 462
2023
Q1
$222K Buy
+4,047
New +$222K 0.02% 448