Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$874K Buy
14,995
+2,171
+17% +$126K 0.01% 639
2025
Q1
$619K Sell
12,824
-452
-3% -$21.8K 0.01% 739
2024
Q4
$492K Sell
13,276
-7,305
-35% -$271K 0.01% 919
2024
Q3
$1.11M Buy
20,581
+2,246
+12% +$122K 0.02% 530
2024
Q2
$764K Buy
+18,335
New +$764K 0.01% 622
2024
Q1
Sell
-5,619
Closed -$233K 679
2023
Q4
$233K Sell
5,619
-242
-4% -$10K 0.01% 555
2023
Q3
$217K Buy
+5,861
New +$217K 0.01% 432
2023
Q2
Sell
-4,491
Closed -$220K 488
2023
Q1
$220K Buy
+4,491
New +$220K 0.01% 445