Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$130K Buy
5,876
+1,060
+22% +$23.5K 0.03% 449
2025
Q1
$134K Sell
4,816
-1,814
-27% -$50.6K 0.03% 401
2024
Q4
$173K Buy
+6,630
New +$173K 0.02% 268
2024
Q3
Sell
-343
Closed -$9.48K 2008
2024
Q2
$9.48K Sell
343
-981
-74% -$27.1K ﹤0.01% 1318
2024
Q1
$41.9K Buy
1,324
+1,265
+2,144% +$40K 0.01% 511
2023
Q4
$1.87K Buy
+59
New +$1.87K ﹤0.01% 1304