Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$322K Sell
3,759
-1,411
-27% -$121K 0.01% 779
2025
Q1
$476K Buy
5,170
+2,144
+71% +$197K 0.02% 558
2024
Q4
$255K Buy
3,026
+950
+46% +$80.1K 0.01% 800
2024
Q3
$219K Buy
+2,076
New +$219K 0.01% 816
2024
Q1
Sell
-2,526
Closed -$301K 733
2023
Q4
$301K Buy
+2,526
New +$301K 0.04% 413