Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$187K Buy
9,576
+2,736
+40% +$53.5K 0.02% 1168
2025
Q1
$121K Sell
6,840
-6,164
-47% -$109K 0.01% 1224
2024
Q4
$278K Buy
13,004
+7,393
+132% +$158K 0.04% 730
2024
Q3
$175K Buy
5,611
+1,540
+38% +$48.1K 0.02% 1114
2024
Q2
$63.2K Sell
4,071
-28,664
-88% -$445K 0.01% 1032
2024
Q1
$347K Buy
32,735
+22,961
+235% +$243K 0.06% 478
2023
Q4
$117K Buy
+9,774
New +$117K 0.02% 733