Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$407K Sell
5,470
-43,952
-89% -$3.27M 0.09% 251
2025
Q1
$3.2M Buy
49,422
+42,597
+624% +$2.76M 0.59% 23
2024
Q4
$423K Sell
6,825
-9,248
-58% -$573K 0.16% 171
2024
Q3
$1.05M Buy
+16,073
New +$1.05M 0.23% 112