Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Sell
1,236
-126
-9% -$24.4K 0.02% 1018
2025
Q1
$160K Sell
1,362
-252
-16% -$29.6K 0.02% 1091
2024
Q4
$223K Sell
1,614
-7,131
-82% -$983K 0.03% 824
2024
Q3
$1.04M Buy
8,745
+4,107
+89% +$487K 0.09% 338
2024
Q2
$399K Buy
4,638
+3,494
+305% +$300K 0.05% 540
2024
Q1
$79.7K Sell
1,144
-17,800
-94% -$1.24M 0.01% 862
2023
Q4
$730K Buy
+18,944
New +$730K 0.16% 219