Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Sell
490
-139
-22% -$76.6K 0.01% 967
2025
Q1
$372K Buy
629
+128
+26% +$75.8K 0.02% 846
2024
Q4
$308K Sell
501
-1,531
-75% -$942K 0.02% 866
2024
Q3
$1.1M Buy
+2,032
New +$1.1M ﹤0.01% 632
2024
Q1
Hold
0
1432
2023
Q4
Sell
-1,723
Closed -$847K 1552
2023
Q3
$847K Buy
+1,723
New +$847K ﹤0.01% 572