Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$330K Buy
938
+66
+8% +$23.2K 0.01% 659
2025
Q1
$276K Buy
872
+4
+0.5% +$1.27K 0.01% 627
2024
Q4
$293K Sell
868
-27
-3% -$9.11K 0.01% 543
2024
Q3
$285K Sell
895
-74
-8% -$23.6K 0.01% 472
2024
Q2
$311K Buy
969
+293
+43% +$94.2K 0.01% 411
2024
Q1
$235K Buy
676
+120
+22% +$41.6K 0.01% 349
2023
Q4
$202K Buy
+556
New +$202K 0.01% 345
2023
Q2
Sell
-618
Closed -$206K 320
2023
Q1
$206K Buy
+618
New +$206K 0.02% 245