Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$796K Sell
5,050
-8,299
-62% -$1.31M 0.08% 388
2025
Q1
$2.35M Buy
13,349
+6,735
+102% +$1.19M 0.26% 63
2024
Q4
$1.3M Buy
6,614
+4,544
+220% +$893K 0.17% 153
2024
Q3
$491K Sell
2,070
-2,550
-55% -$604K 0.04% 660
2024
Q2
$977K Buy
4,620
+4,357
+1,657% +$921K 0.13% 245
2024
Q1
$66.5K Sell
263
-522
-66% -$132K 0.01% 890
2023
Q4
$182K Buy
+785
New +$182K 0.04% 649