Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$708K Buy
3,226
+1,926
+148% +$423K 0.49% 77
2025
Q1
$251K Sell
1,300
-3,948
-75% -$761K 0.24% 91
2024
Q4
$1.15M Buy
+5,248
New +$1.15M 0.65% 64
2023
Q4
Sell
-16,412
Closed -$2.09M 92
2023
Q3
$2.09M Buy
+16,412
New +$2.09M 1% 34