Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$263K Sell
1,181
-2,611
-69% -$582K 0.01% 979
2025
Q1
$779K Buy
3,792
+2,484
+190% +$511K 0.03% 487
2024
Q4
$239K Buy
+1,308
New +$239K 0.01% 1012
2024
Q2
Sell
-1,504
Closed -$258K 1676
2024
Q1
$258K Sell
1,504
-2,492
-62% -$428K ﹤0.01% 1093
2023
Q4
$602K Sell
3,996
-52
-1% -$7.84K ﹤0.01% 829
2023
Q3
$487K Buy
4,048
+484
+14% +$58.2K ﹤0.01% 803
2023
Q2
$443K Buy
+3,564
New +$443K 0.01% 708