Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$766K Sell
11,246
-5,768
-34% -$393K 0.08% 408
2025
Q1
$1.03M Buy
17,014
+10,995
+183% +$666K 0.11% 285
2024
Q4
$416K Buy
6,019
+3,735
+164% +$258K 0.06% 562
2024
Q3
$151K Sell
2,284
-4,645
-67% -$307K 0.01% 1178
2024
Q2
$420K Sell
6,929
-15,199
-69% -$921K 0.06% 518
2024
Q1
$1.26M Buy
22,128
+13,141
+146% +$749K 0.22% 143
2023
Q4
$564K Buy
+8,987
New +$564K 0.12% 305