Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$378K Buy
7,314
+3,615
+98% +$187K 0.02% 673
2025
Q1
$216K Sell
3,699
-1,972
-35% -$115K 0.01% 781
2024
Q4
$363K Sell
5,671
-7,066
-55% -$452K 0.02% 619
2024
Q3
$609K Buy
+12,737
New +$609K 0.03% 387
2023
Q3
Sell
-13,219
Closed -$554K 1574
2023
Q2
$554K Buy
+13,219
New +$554K 0.04% 368