Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78.5K Sell
1,801
-359
-17% -$15.6K 0.01% 1503
2025
Q1
$102K Sell
2,160
-22,709
-91% -$1.07M 0.01% 1298
2024
Q4
$1.21M Sell
24,869
-32,598
-57% -$1.59M 0.16% 185
2024
Q3
$3.14M Buy
57,467
+36,900
+179% +$2.02M 0.28% 42
2024
Q2
$1.04M Sell
20,567
-18,689
-48% -$948K 0.14% 232
2024
Q1
$2.27M Buy
39,256
+10,374
+36% +$600K 0.39% 15
2023
Q4
$1.61M Buy
+28,882
New +$1.61M 0.34% 41