Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Buy
1,435
+1,100
+328% +$174K 0.02% 1049
2025
Q1
$45.2K Sell
335
-470
-58% -$63.4K ﹤0.01% 1549
2024
Q4
$116K Sell
805
-4,567
-85% -$658K 0.02% 1056
2024
Q3
$876K Sell
5,372
-12,381
-70% -$2.02M 0.08% 409
2024
Q2
$2.59M Sell
17,753
-1,425
-7% -$208K 0.35% 32
2024
Q1
$2.51M Buy
19,178
+8,907
+87% +$1.17M 0.44% 5
2023
Q4
$1.11M Buy
+10,271
New +$1.11M 0.24% 114