Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Sell
359
-1,881
-84% -$1.5M 0.03% 908
2025
Q1
$1.83M Buy
2,240
+2,040
+1,020% +$1.66M 0.2% 122
2024
Q4
$189K Sell
200
-2,344
-92% -$2.21M 0.03% 883
2024
Q3
$2.26M Buy
2,544
+1,612
+173% +$1.43M 0.2% 107
2024
Q2
$705K Sell
932
-1,528
-62% -$1.16M 0.1% 346
2024
Q1
$2.03M Buy
2,460
+542
+28% +$447K 0.35% 45
2023
Q4
$1.54M Buy
+1,918
New +$1.54M 0.33% 48