Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$307K Buy
3,116
+277
+10% +$27.3K 0.07% 128
2025
Q1
$296K Sell
2,839
-1,902
-40% -$198K 0.08% 127
2024
Q4
$641K Sell
4,741
-528
-10% -$71.4K 0.16% 83
2024
Q3
$821K Sell
5,269
-1,419
-21% -$221K 0.21% 76
2024
Q2
$990K Buy
6,688
+290
+5% +$42.9K 0.27% 60
2024
Q1
$1.13M Buy
6,398
+331
+5% +$58.7K 0.33% 53
2023
Q4
$864K Buy
+6,067
New +$864K 0.29% 56
2023
Q3
Sell
-1,485
Closed -$246K 104
2023
Q2
$246K Hold
1,485
0.1% 91
2023
Q1
$246K Buy
+1,485
New +$246K 0.1% 91