Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Buy
56,314
+39,784
+241% +$168K 0.06% 518
2025
Q1
$79.7K Sell
16,530
-11,267
-41% -$54.3K 0.02% 508
2024
Q4
$218K Buy
+27,797
New +$218K 0.05% 543
2024
Q3
Sell
-22,413
Closed -$136K 759
2024
Q2
$136K Sell
22,413
-13,586
-38% -$82.7K 0.04% 535
2024
Q1
$267K Buy
+35,999
New +$267K 0.07% 452
2023
Q2
Sell
-72,821
Closed -$530K 523
2023
Q1
$530K Buy
72,821
+59,592
+450% +$434K 0.17% 232
2022
Q4
$85.7K Buy
+13,229
New +$85.7K 0.05% 361