Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Buy
38,194
+8,874
+30% +$62.4K 0.03% 711
2025
Q1
$228K Buy
29,320
+22,172
+310% +$172K 0.03% 723
2024
Q4
$58.8K Buy
+7,148
New +$58.8K 0.01% 1348
2024
Q2
Sell
-5,672
Closed -$62.3K 1879
2024
Q1
$62.3K Buy
+5,672
New +$62.3K 0.01% 1232
2023
Q1
Sell
-2,146
Closed -$22.6K 1785
2022
Q4
$22.6K Buy
+2,146
New +$22.6K 0.01% 1344