Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$455K Sell
25,069
-7,943
-24% -$144K 0.01% 728
2025
Q1
$473K Buy
33,012
+14,755
+81% +$211K 0.01% 684
2024
Q4
$415K Buy
18,257
+8,586
+89% +$195K 0.01% 671
2024
Q3
$288K Buy
+9,671
New +$288K 0.01% 1109
2023
Q4
Sell
-5,542
Closed -$256K 1540
2023
Q3
$256K Sell
5,542
-32,671
-85% -$1.51M 0.01% 833
2023
Q2
$1.79M Buy
38,213
+28,199
+282% +$1.32M 0.04% 224
2023
Q1
$450K Buy
10,014
+5,021
+101% +$226K 0.01% 546
2022
Q4
$227K Buy
+4,993
New +$227K 0.01% 690