Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Sell
6,096
-1,447
-19% -$25.2K 0.01% 1404
2025
Q1
$121K Sell
7,543
-12,530
-62% -$200K 0.01% 1229
2024
Q4
$344K Sell
20,073
-9,004
-31% -$154K 0.05% 641
2024
Q3
$487K Sell
29,077
-144,406
-83% -$2.42M 0.04% 663
2024
Q2
$2.47M Buy
173,483
+147,042
+556% +$2.09M 0.33% 41
2024
Q1
$418K Buy
26,441
+19,610
+287% +$310K 0.07% 419
2023
Q4
$98.4K Buy
+6,831
New +$98.4K 0.02% 770