Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$583K Sell
4,285
-21
-0.5% -$2.86K 0.31% 55
2025
Q1
$571K Buy
4,306
+663
+18% +$87.9K 0.32% 56
2024
Q4
$412K Buy
3,643
+1,592
+78% +$180K 0.23% 74
2024
Q3
$234K Buy
+2,051
New +$234K 0.12% 115
2024
Q1
Sell
-3,076
Closed -$339K 135
2023
Q4
$339K Buy
+3,076
New +$339K 0.17% 74