Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Sell
626
-7,137
-92% -$2.76M 0.16% 88
2025
Q1
$252K Buy
7,763
+7,234
+1,367% +$235K 0.17% 85
2024
Q4
$235K Buy
+529
New +$235K 0.16% 86
2022
Q3
Sell
-145
Closed -$53K 102
2022
Q2
$53K Buy
+145
New +$53K 0.05% 111