Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$867K Sell
7,220
-4,653
-39% -$559K 0.09% 355
2025
Q1
$1.75M Buy
11,873
+6,203
+109% +$913K 0.19% 130
2024
Q4
$921K Buy
5,670
+5,665
+113,300% +$920K 0.12% 265
2024
Q3
$815 Sell
5
-6,710
-100% -$1.09M ﹤0.01% 1637
2024
Q2
$916K Sell
6,715
-1,602
-19% -$219K 0.12% 266
2024
Q1
$1.27M Buy
+8,317
New +$1.27M 0.22% 141