Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$502K Buy
4,880
+2,496
+105% +$257K 0.12% 313
2025
Q1
$208K Sell
2,384
-2,241
-48% -$196K 0.06% 464
2024
Q4
$463K Buy
+4,625
New +$463K 0.1% 349
2024
Q3
Sell
-5,917
Closed -$486K 850
2024
Q2
$486K Buy
+5,917
New +$486K 0.14% 289
2024
Q1
Sell
-5,053
Closed -$264K 720
2023
Q4
$264K Buy
+5,053
New +$264K 0.19% 254