Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Buy
2,535
+1,073
+73% +$163K 0.05% 169
2025
Q1
$215K Buy
+1,462
New +$215K 0.04% 310
2024
Q3
Sell
-177,420
Closed -$31K 525
2024
Q2
$31K Buy
177,420
+172,430
+3,456% +$30.2K 0.02% 289
2024
Q1
$442K Buy
4,990
+1,944
+64% +$172K 0.11% 180
2023
Q4
$278K Sell
3,046
-610
-17% -$55.8K 0.17% 108
2023
Q3
$286K Buy
+3,656
New +$286K 0.1% 190