Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$492K Sell
1,272
-1,223
-49% -$473K 0.05% 122
2025
Q1
$957K Buy
2,495
+557
+29% +$214K 0.09% 42
2024
Q4
$862K Buy
1,938
+4
+0.2% +$1.78K 0.08% 55
2024
Q3
$1M Buy
+1,934
New +$1M 0.1% 39
2023
Q4
Sell
-1,724
Closed -$879K 587
2023
Q3
$879K Buy
+1,724
New +$879K 0.09% 53