Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$532K Sell
7,815
-2,706
-26% -$184K 0.17% 205
2025
Q1
$637K Buy
10,521
+3,923
+59% +$238K 0.26% 134
2024
Q4
$456K Buy
+6,598
New +$456K 0.21% 185
2024
Q3
Sell
-16,331
Closed -$990K 509
2024
Q2
$990K Sell
16,331
-19,566
-55% -$1.19M 0.23% 160
2024
Q1
$2.05M Buy
35,897
+32,697
+1,022% +$1.86M 0.49% 20
2023
Q4
$201K Sell
3,200
-19,200
-86% -$1.21M 0.05% 526
2023
Q3
$1.29M Buy
+22,400
New +$1.29M 0.46% 53