Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Sell
8,960
-3,055
-25% -$406K 0.03% 209
2025
Q1
$1.39M Buy
12,015
+4,015
+50% +$464K 0.04% 210
2024
Q4
$1.19M Buy
8,000
+1,890
+31% +$280K 0.03% 209
2024
Q3
$798K Buy
6,110
+4,110
+206% +$537K 0.02% 228
2024
Q2
$210K Sell
2,000
-452
-18% -$47.6K 0.01% 321
2024
Q1
$247K Buy
+2,452
New +$247K 0.01% 308