Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Sell
19,470
-5,345
-22% -$112K 0.02% 325
2025
Q1
$595K Buy
24,815
+2,423
+11% +$58.1K 0.02% 197
2024
Q4
$478K Buy
+22,392
New +$478K 0.01% 429
2024
Q3
Sell
-23,559
Closed -$428K 343
2024
Q2
$428K Buy
23,559
+9,517
+68% +$173K 0.01% 457
2024
Q1
$301K Buy
14,042
+952
+7% +$20.4K 0.01% 635
2023
Q4
$282K Buy
+13,090
New +$282K 0.01% 648