Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$414K Buy
11,354
+3,983
+54% +$145K 0.07% 226
2025
Q1
$244K Buy
+7,371
New +$244K 0.06% 247
2024
Q3
Sell
-1,760
Closed -$40.3K 1330
2024
Q2
$40.3K Buy
+1,760
New +$40.3K 0.01% 711
2024
Q1
Sell
-10,210
Closed -$251K 1241
2023
Q4
$251K Buy
+10,210
New +$251K 0.06% 124