Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Sell
8,458
-28,373
-77% -$1.23M 0.02% 806
2025
Q1
$1.7M Buy
36,831
+26,819
+268% +$1.24M 0.07% 214
2024
Q4
$377K Buy
10,012
+1,076
+12% +$40.5K 0.02% 748
2024
Q3
$362K Buy
8,936
+1,557
+21% +$63.1K ﹤0.01% 1227
2024
Q2
$255K Buy
+7,379
New +$255K ﹤0.01% 1267
2024
Q1
Hold
0
1630
2023
Q4
Sell
-8,339
Closed -$315K 1700
2023
Q3
$315K Buy
+8,339
New +$315K ﹤0.01% 977