Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Buy
10,187
+6,357
+166% +$141K 0.03% 448
2025
Q1
$87.9K Buy
+3,830
New +$87.9K 0.01% 607
2024
Q3
Sell
-4,288
Closed -$139K 1193
2024
Q2
$139K Sell
4,288
-8,325
-66% -$269K 0.01% 555
2024
Q1
$429K Buy
12,613
+3,913
+45% +$133K 0.1% 216
2023
Q4
$343K Buy
8,700
+3,965
+84% +$156K 0.1% 182
2023
Q3
$181K Buy
+4,735
New +$181K 0.09% 217