Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$841K Buy
2,395
+791
+49% +$278K 0.09% 92
2025
Q1
$508K Sell
1,604
-832
-34% -$263K 0.05% 125
2024
Q4
$822K Sell
2,436
-4,000
-62% -$1.35M 0.09% 131
2024
Q3
$2.05M Sell
6,436
-10,200
-61% -$3.25M 0.18% 70
2024
Q2
$5.35M Buy
+16,636
New +$5.35M 0.79% 24