Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$173K Sell
2,691
-34,867
-93% -$2.24M 0.02% 1215
2025
Q1
$2.61M Buy
37,558
+13,838
+58% +$962K 0.28% 40
2024
Q4
$1.72M Sell
23,720
-5,943
-20% -$431K 0.23% 82
2024
Q3
$2.49M Buy
29,663
+15,161
+105% +$1.27M 0.22% 89
2024
Q2
$967K Sell
14,502
-10,856
-43% -$724K 0.13% 249
2024
Q1
$2M Buy
25,358
+15,461
+156% +$1.22M 0.35% 53
2023
Q4
$663K Buy
+9,897
New +$663K 0.14% 259