Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Buy
1,562
+464
+42% +$87.7K 0.1% 355
2025
Q1
$257K Sell
1,098
-294
-21% -$68.9K 0.1% 339
2024
Q4
$548K Buy
+1,392
New +$548K 0.25% 159
2023
Q4
Sell
-2,000
Closed -$529K 779
2023
Q3
$529K Buy
+2,000
New +$529K 0.19% 207
2023
Q2
Sell
-6,000
Closed -$1.46M 517
2023
Q1
$1.46M Buy
+6,000
New +$1.46M 0.58% 28