Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$578K Buy
1,213
+869
+253% +$414K 0.06% 537
2025
Q1
$126K Sell
344
-554
-62% -$203K 0.01% 1206
2024
Q4
$363K Sell
898
-6,462
-88% -$2.61M 0.05% 622
2024
Q3
$3.71M Buy
7,360
+2,531
+52% +$1.28M 0.33% 19
2024
Q2
$2.08M Buy
4,829
+79
+2% +$34K 0.28% 78
2024
Q1
$1.8M Sell
4,750
-602
-11% -$228K 0.31% 85
2023
Q4
$1.73M Buy
+5,352
New +$1.73M 0.37% 28