Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$537K Sell
2,354
-3,850
-62% -$878K 0.05% 567
2025
Q1
$1.51M Buy
6,204
+2,130
+52% +$520K 0.16% 169
2024
Q4
$989K Buy
4,074
+3,108
+322% +$754K 0.13% 237
2024
Q3
$249K Sell
966
-1,525
-61% -$393K 0.02% 975
2024
Q2
$547K Buy
+2,491
New +$547K 0.07% 424
2024
Q1
Sell
-1,058
Closed -$253K 1820
2023
Q4
$253K Buy
+1,058
New +$253K 0.05% 569