Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$175K Buy
+17,993
New +$175K 0.05% 553
2025
Q1
Sell
-38,177
Closed -$339K 864
2024
Q4
$339K Sell
38,177
-39,606
-51% -$351K 0.11% 324
2024
Q3
$909K Buy
77,783
+65,368
+527% +$763K 0.35% 64
2024
Q2
$139K Buy
12,415
+215
+2% +$2.4K 0.06% 438
2024
Q1
$149K Buy
+12,200
New +$149K 0.11% 335
2023
Q2
Sell
-11,430
Closed -$180K 675
2023
Q1
$180K Buy
+11,430
New +$180K 0.11% 354