Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$365K Buy
40,430
+21,187
+110% +$192K 0.02% 471
2025
Q1
$137K Sell
19,243
-7,235
-27% -$51.4K 0.01% 568
2024
Q4
$197K Buy
+26,478
New +$197K 0.02% 524
2024
Q1
Sell
-42,144
Closed -$487K 481
2023
Q4
$487K Buy
42,144
+14,818
+54% +$171K 0.02% 402
2023
Q3
$250K Buy
+27,326
New +$250K 0.03% 311