Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Sell
1,511
-1,472
-49% -$227K 0.02% 1039
2025
Q1
$409K Sell
2,983
-488
-14% -$66.9K 0.04% 619
2024
Q4
$367K Sell
3,471
-710
-17% -$75K 0.05% 611
2024
Q3
$396K Buy
4,181
+3,839
+1,123% +$363K 0.04% 762
2024
Q2
$27.8K Sell
342
-2,401
-88% -$195K ﹤0.01% 1261
2024
Q1
$230K Buy
2,743
+2,303
+523% +$193K 0.04% 610
2023
Q4
$24.4K Buy
+440
New +$24.4K 0.01% 947