Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Buy
11,826
+1,636
+16% +$39.6K ﹤0.01% 1327
2025
Q1
$200K Buy
+10,190
New +$200K ﹤0.01% 1452
2024
Q4
Sell
-11,018
Closed -$249K 1545
2024
Q3
$249K Sell
11,018
-10,406
-49% -$235K 0.01% 1200
2024
Q2
$348K Sell
21,424
-11,347
-35% -$185K 0.01% 1066
2024
Q1
$875K Sell
32,771
-3,176
-9% -$84.8K 0.02% 625
2023
Q4
$1.47M Buy
35,947
+14,453
+67% +$591K 0.04% 461
2023
Q3
$675K Buy
+21,494
New +$675K 0.02% 620