Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Buy
+3,196
New +$204K 0.01% 1497
2025
Q1
Sell
-3,180
Closed -$201K 1820
2024
Q4
$201K Sell
3,180
-1,021
-24% -$64.5K 0.01% 1416
2024
Q3
$249K Sell
4,201
-1,255
-23% -$74.4K 0.02% 1317
2024
Q2
$441K Buy
5,456
+2,563
+89% +$207K 0.03% 1043
2024
Q1
$220K Buy
+2,893
New +$220K 0.02% 1367