Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$159K Buy
18,615
+5,555
+43% +$47.5K ﹤0.01% 849
2025
Q1
$96.7K Buy
+13,060
New +$96.7K ﹤0.01% 934
2024
Q2
Sell
-101,067
Closed -$1.48M 1587
2024
Q1
$1.48M Buy
101,067
+62,488
+162% +$917K 0.03% 371
2023
Q4
$446K Buy
38,579
+12,805
+50% +$148K 0.01% 709
2023
Q3
$359K Buy
+25,774
New +$359K 0.01% 694