Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$142K Sell
11,404
-12,229
-52% -$152K 0.01% 781
2025
Q1
$360K Buy
23,633
+10,362
+78% +$158K 0.01% 554
2024
Q4
$194K Buy
+13,271
New +$194K 0.01% 557
2024
Q3
Sell
-17,011
Closed -$327K 625
2024
Q2
$327K Buy
+17,011
New +$327K 0.01% 392