Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$614K Buy
2,713
+962
+55% +$218K 0.18% 70
2025
Q1
$291K Sell
1,751
-8,192
-82% -$1.36M 0.09% 104
2024
Q4
$1.96M Buy
9,943
+8,660
+675% +$1.71M 0.67% 26
2024
Q3
$223K Buy
+1,283
New +$223K 0.08% 119
2024
Q1
Sell
-1,887
Closed -$303K 205
2023
Q4
$303K Buy
+1,887
New +$303K 0.13% 90