Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$260K Buy
2,092
+651
+45% +$81K 0.03% 969
2025
Q1
$141K Sell
1,441
-6,385
-82% -$625K 0.02% 1150
2024
Q4
$846K Sell
7,826
-7,925
-50% -$857K 0.11% 285
2024
Q3
$1.03M Sell
15,751
-4,266
-21% -$278K 0.09% 342
2024
Q2
$1.14M Buy
20,017
+16,581
+483% +$942K 0.15% 210
2024
Q1
$210K Buy
+3,436
New +$210K 0.04% 632