Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$821K Sell
11,116
-746
-6% -$55.1K 0.08% 380
2025
Q1
$729K Buy
11,862
+7,077
+148% +$435K 0.08% 391
2024
Q4
$268K Sell
4,785
-24,260
-84% -$1.36M 0.04% 754
2024
Q3
$2.1M Buy
29,045
+26,337
+973% +$1.9M 0.19% 124
2024
Q2
$158K Buy
2,708
+2,684
+11,183% +$157K 0.02% 821
2024
Q1
$1.36K Buy
+24
New +$1.36K ﹤0.01% 1192