Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$128K Buy
25,473
+15,188
+148% +$76.5K 0.01% 1825
2025
Q1
$41.1K Sell
10,285
-26,611
-72% -$106K ﹤0.01% 2024
2024
Q4
$428K Buy
36,896
+8,118
+28% +$94.2K 0.04% 896
2024
Q3
$75.7K Buy
+28,778
New +$75.7K 0.01% 1639
2023
Q3
Sell
-42,367
Closed -$372K 1553
2023
Q2
$372K Buy
+42,367
New +$372K 0.07% 562