Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$685K Sell
7,928
-17,752
-69% -$1.53M 0.19% 153
2025
Q1
$1.34M Buy
+25,680
New +$1.34M 0.35% 83
2024
Q4
Sell
-2,400
Closed -$161K 390
2024
Q3
$161K Sell
2,400
-3,300
-58% -$221K 0.04% 350
2024
Q2
$316K Buy
5,700
+4,200
+280% +$233K 0.08% 153
2024
Q1
$76.8K Buy
+1,500
New +$76.8K 0.02% 462