Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$358K Buy
6,144
+1,000
+19% +$58.3K 0.05% 342
2025
Q1
$275K Buy
+5,144
New +$275K 0.05% 399
2024
Q2
Sell
-9,556
Closed -$354K 356
2024
Q1
$354K Sell
9,556
-6,042
-39% -$224K 0.15% 164
2023
Q4
$603K Sell
15,598
-77,326
-83% -$2.99M 0.21% 131
2023
Q3
$3.77M Buy
+92,924
New +$3.77M 1.25% 18