Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$454K Sell
2,909
-10,498
-78% -$1.64M 0.04% 647
2025
Q1
$2.21M Buy
13,407
+4,738
+55% +$780K 0.24% 78
2024
Q4
$1.41M Sell
8,669
-1,738
-17% -$283K 0.19% 140
2024
Q3
$2.03M Buy
10,407
+7,980
+329% +$1.56M 0.18% 136
2024
Q2
$421K Sell
2,427
-8,308
-77% -$1.44M 0.06% 517
2024
Q1
$1.82M Buy
10,735
+6,540
+156% +$1.11M 0.32% 72
2023
Q4
$828K Buy
+4,195
New +$828K 0.18% 196