Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$455K Sell
2,901
-13,266
-82% -$2.08M 0.04% 643
2025
Q1
$2.09M Buy
16,167
+11,959
+284% +$1.54M 0.23% 91
2024
Q4
$601K Buy
4,208
+3,403
+423% +$486K 0.08% 394
2024
Q3
$120K Sell
805
-16,415
-95% -$2.45M 0.01% 1242
2024
Q2
$2.22M Buy
17,220
+11,428
+197% +$1.48M 0.3% 62
2024
Q1
$788K Sell
5,792
-2,181
-27% -$297K 0.14% 248
2023
Q4
$951K Buy
+7,973
New +$951K 0.2% 159