Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$775K Buy
72,661
+4,695
+7% +$50K 0.02% 371
2025
Q1
$637K Buy
67,966
+28,254
+71% +$265K 0.02% 405
2024
Q4
$337K Sell
39,712
-131,121
-77% -$1.11M 0.01% 535
2024
Q3
$1.71M Buy
+170,833
New +$1.71M 0.04% 245
2023
Q3
Sell
-11,327
Closed -$107K 778
2023
Q2
$107K Buy
+11,327
New +$107K ﹤0.01% 664