Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$127K Buy
5,755
+348
+6% +$7.68K 0.01% 980
2025
Q1
$124K Buy
5,407
+5,402
+108,040% +$124K 0.01% 924
2024
Q4
$136 Sell
5
-9,302
-100% -$253K 0.01% 859
2024
Q3
$323K Sell
9,307
-825
-8% -$28.6K 0.03% 622
2024
Q2
$327K Sell
10,132
-1,730
-15% -$55.8K 0.03% 583
2024
Q1
$413K Sell
11,862
-651
-5% -$22.7K 0.04% 505
2023
Q4
$492K Sell
12,513
-3,755
-23% -$148K 0.05% 418
2023
Q3
$620K Buy
+16,268
New +$620K 0.07% 320