Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Buy
+11,053
New +$255K 0.01% 1540
2024
Q4
Sell
-8,432
Closed -$231K 2391
2024
Q3
$231K Buy
+8,432
New +$231K 0.02% 1353
2024
Q2
Sell
-22,159
Closed -$595K 1979
2024
Q1
$595K Buy
22,159
+8,688
+64% +$233K 0.08% 389
2023
Q4
$308K Buy
+13,471
New +$308K 0.07% 595