Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Sell
2,385
-4,660
-66% -$407K 0.02% 1103
2025
Q1
$481K Sell
7,045
-1,120
-14% -$76.5K 0.05% 541
2024
Q4
$635K Buy
8,165
+6,621
+429% +$515K 0.08% 382
2024
Q3
$104K Sell
1,544
-2,754
-64% -$185K 0.01% 1277
2024
Q2
$487K Buy
4,298
+3,549
+474% +$402K 0.07% 462
2024
Q1
$104K Buy
+749
New +$104K 0.02% 808