Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81.8K Sell
1,256
-11,489
-90% -$749K 0.01% 1492
2025
Q1
$787K Sell
12,745
-9,046
-42% -$559K 0.09% 363
2024
Q4
$1.57M Sell
21,791
-24,048
-52% -$1.73M 0.21% 107
2024
Q3
$3.73M Buy
45,839
+4,347
+10% +$354K 0.33% 17
2024
Q2
$3.08M Buy
41,492
+14,914
+56% +$1.11M 0.42% 9
2024
Q1
$2.07M Buy
26,578
+9,576
+56% +$747K 0.36% 39
2023
Q4
$1.21M Buy
+17,002
New +$1.21M 0.26% 93