Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$171K Sell
15,903
-29,097
-65% -$313K 0.02% 204
2025
Q1
$497K Buy
45,000
+17,296
+62% +$191K 0.02% 227
2024
Q4
$350K Hold
27,704
0.03% 212
2024
Q3
$239K Sell
27,704
-28,595
-51% -$247K 0.01% 142
2024
Q2
$463K Sell
56,299
-3,912
-6% -$32.2K 0.03% 268
2024
Q1
$538K Buy
+60,211
New +$538K 0.04% 277