Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$176K Buy
20,680
+10,130
+96% +$86.1K 0.09% 509
2025
Q1
$65K Buy
10,550
+88
+0.8% +$542 0.03% 640
2024
Q4
$66.5K Buy
+10,462
New +$66.5K 0.03% 685
2024
Q2
Sell
-24,447
Closed -$147K 1708
2024
Q1
$147K Buy
24,447
+18,342
+300% +$111K 0.13% 227
2023
Q4
$36K Buy
+6,105
New +$36K 0.03% 858