Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$101K Buy
+23,348
New +$101K 0.01% 1310
2023
Q4
Sell
-16,830
Closed -$121K 1719
2023
Q3
$121K Buy
16,830
+4,455
+36% +$32.1K 0.03% 751
2023
Q2
$107K Buy
12,375
+1,096
+10% +$9.47K 0.03% 806
2023
Q1
$104K Buy
11,279
+8,437
+297% +$78.1K 0.03% 759
2022
Q4
$36.5K Buy
+2,842
New +$36.5K 0.01% 1160