Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Buy
47,935
+17,477
+57% +$49.5K ﹤0.01% 3176
2025
Q1
$92.9K Buy
+30,458
New +$92.9K ﹤0.01% 3202
2023
Q3
Sell
-16,744
Closed -$149K 3027
2023
Q2
$149K Buy
16,744
+1,038
+7% +$9.24K ﹤0.01% 2547
2023
Q1
$141K Buy
15,706
+3,975
+34% +$35.7K ﹤0.01% 2499
2022
Q4
$111K Buy
+11,731
New +$111K ﹤0.01% 2501