Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$986K Buy
4,337
+408
+10% +$92.7K 0.07% 210
2025
Q1
$958K Buy
3,929
+985
+33% +$240K 0.07% 187
2024
Q4
$828K Sell
2,944
-9,996
-77% -$2.81M 0.06% 213
2024
Q3
$3.54M Buy
12,940
+11,401
+741% +$3.12M 0.27% 101
2024
Q2
$461K Buy
1,539
+392
+34% +$118K 0.04% 234
2024
Q1
$332K Buy
+1,147
New +$332K 0.03% 285