Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Buy
32,565
+10,416
+47% +$70.5K 0.02% 496
2025
Q1
$114K Sell
22,149
-433
-2% -$2.23K 0.01% 427
2024
Q4
$129K Buy
+22,582
New +$129K 0.02% 442
2024
Q2
Sell
-13,689
Closed -$65.2K 517
2024
Q1
$65.2K Buy
+13,689
New +$65.2K 0.01% 537