Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$688K Buy
13,078
+3,330
+34% +$175K 0.03% 415
2025
Q1
$446K Sell
9,748
-106
-1% -$4.85K 0.02% 458
2024
Q4
$468K Sell
9,854
-3,287
-25% -$156K 0.03% 436
2024
Q3
$593K Sell
13,141
-67,494
-84% -$3.05M 0.04% 318
2024
Q2
$3.13M Buy
80,635
+5,509
+7% +$214K 0.2% 127
2024
Q1
$2.48M Buy
+75,126
New +$2.48M 0.18% 152
2022
Q4
Sell
-12,485
Closed -$362K 511
2022
Q3
$362K Buy
+12,485
New +$362K 0.03% 372