Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$884K Sell
3,904
-2,087
-35% -$473K 0.07% 117
2025
Q1
$995K Sell
5,991
-1,472
-20% -$244K 0.09% 100
2024
Q4
$1.47M Buy
7,463
+1,494
+25% +$295K 0.14% 62
2024
Q3
$1.04M Buy
+5,969
New +$1.04M 0.1% 77
2024
Q1
Sell
-195
Closed -$20.3K 236
2023
Q4
$20.3K Buy
+195
New +$20.3K ﹤0.01% 216
2023
Q3
Sell
-440
Closed -$44.4K 185
2023
Q2
$44.4K Buy
+440
New +$44.4K 0.01% 172