Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$482K Buy
7,104
+2,670
+60% +$181K 0.01% 823
2025
Q1
$300K Buy
+4,434
New +$300K 0.01% 937
2024
Q4
Sell
-3,273
Closed -$269K 1206
2024
Q3
$269K Sell
3,273
-242
-7% -$19.9K 0.01% 911
2024
Q2
$233K Buy
3,515
+242
+7% +$16K 0.01% 981
2024
Q1
$269K Buy
+3,273
New +$269K 0.01% 907