Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Sell
4,221
-2,501
-37% -$215K 0.04% 776
2025
Q1
$616K Sell
6,722
-1,471
-18% -$135K 0.07% 454
2024
Q4
$757K Buy
8,193
+7,737
+1,697% +$715K 0.1% 328
2024
Q3
$46.5K Sell
456
-1,038
-69% -$106K ﹤0.01% 1426
2024
Q2
$155K Sell
1,494
-3,818
-72% -$395K 0.02% 828
2024
Q1
$502K Sell
5,312
-7,552
-59% -$713K 0.09% 367
2023
Q4
$1.3M Buy
+12,864
New +$1.3M 0.28% 86