Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$100K Sell
881
-3,545
-80% -$403K 0.01% 1427
2025
Q1
$416K Sell
4,426
-1,392
-24% -$131K 0.05% 605
2024
Q4
$553K Buy
5,818
+1,885
+48% +$179K 0.07% 436
2024
Q3
$394K Buy
3,933
+3,633
+1,211% +$364K 0.04% 766
2024
Q2
$32.5K Sell
300
-4,716
-94% -$510K ﹤0.01% 1216
2024
Q1
$626K Sell
5,016
-5,628
-53% -$702K 0.11% 310
2023
Q4
$1.15M Buy
+10,644
New +$1.15M 0.25% 105