Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Sell
1,102
-1,567
-59% -$336K 0.02% 1028
2025
Q1
$538K Sell
2,669
-3,041
-53% -$613K 0.06% 499
2024
Q4
$1.19M Buy
+5,710
New +$1.19M 0.16% 190
2024
Q2
Sell
-2,673
Closed -$734K 1786
2024
Q1
$734K Buy
+2,673
New +$734K 0.13% 266