Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$933K Buy
4,267
+2,231
+110% +$488K 0.3% 92
2025
Q1
$285K Sell
2,036
-4,351
-68% -$608K 0.11% 315
2024
Q4
$1.06M Buy
+6,387
New +$1.06M 0.48% 50
2024
Q3
Sell
-14,516
Closed -$2.05M 560
2024
Q2
$2.05M Buy
14,516
+816
+6% +$115K 0.48% 50
2024
Q1
$1.72M Buy
+13,700
New +$1.72M 0.41% 40