Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$766K Sell
13,575
-11,752
-46% -$663K 0.08% 407
2025
Q1
$1.37M Sell
25,327
-20,734
-45% -$1.12M 0.15% 196
2024
Q4
$2.13M Buy
46,061
+36,032
+359% +$1.67M 0.28% 45
2024
Q3
$507K Buy
10,029
+9,358
+1,395% +$473K 0.05% 651
2024
Q2
$32.7K Buy
+671
New +$32.7K ﹤0.01% 1212