Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$128K Sell
922
-1,495
-62% -$207K 0.01% 1343
2025
Q1
$386K Sell
2,417
-16,252
-87% -$2.6M 0.04% 645
2024
Q4
$2.48M Buy
18,669
+15,300
+454% +$2.04M 0.33% 30
2024
Q3
$458K Sell
3,369
-6,961
-67% -$945K 0.04% 692
2024
Q2
$1.52M Sell
10,330
-997
-9% -$147K 0.21% 149
2024
Q1
$1.73M Buy
11,327
+9,375
+480% +$1.43M 0.3% 95
2023
Q4
$281K Buy
+1,952
New +$281K 0.06% 541