Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$513K Buy
37,660
+17,231
+84% +$235K 0.02% 1084
2025
Q1
$111K Sell
20,429
-27,341
-57% -$149K 0.01% 1848
2024
Q4
$236K Sell
47,770
-7,968
-14% -$39.4K 0.02% 1408
2024
Q3
$292K Buy
55,738
+42,037
+307% +$220K 0.02% 1203
2024
Q2
$94K Buy
+13,701
New +$94K 0.01% 1431
2023
Q4
Sell
-16,561
Closed -$104K 1870
2023
Q3
$104K Buy
+16,561
New +$104K 0.02% 1180