Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44K Buy
802
+791
+7,191% +$43.4K 0.02% 425
2025
Q1
$0 Sell
11
-90
-89% ﹤0.01% 996
2024
Q4
$2K Sell
101
-4,964
-98% -$98.3K ﹤0.01% 551
2024
Q3
$40K Sell
5,065
-4,495
-47% -$35.5K 0.02% 306
2024
Q2
$80K Sell
9,560
-77,240
-89% -$646K 0.05% 199
2024
Q1
$991 Sell
86,800
-450
-0.5% -$5 0.6% 43
2023
Q4
$921K Buy
87,250
+17,049
+24% +$180K 1.02% 23
2023
Q3
$726K Buy
70,201
+45,913
+189% +$475K 0.43% 36
2023
Q2
$253K Buy
+24,288
New +$253K 0.32% 60