Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Sell
2,173
-19,425
-90% -$2.19M 0.02% 1009
2025
Q1
$2M Sell
21,598
-11,449
-35% -$1.06M 0.22% 97
2024
Q4
$3.53M Buy
33,047
+26,462
+402% +$2.83M 0.47% 2
2024
Q3
$680K Sell
6,585
-23,966
-78% -$2.47M 0.06% 537
2024
Q2
$2.69M Buy
30,551
+4,022
+15% +$354K 0.37% 26
2024
Q1
$2.6M Buy
26,529
+7,156
+37% +$702K 0.45% 1
2023
Q4
$1.79M Buy
+19,373
New +$1.79M 0.38% 15