Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.65M Sell
17,400
-3,103
-15% -$295K 0.02% 418
2025
Q1
$2M Sell
20,503
-1,620
-7% -$158K 0.03% 334
2024
Q4
$2.36M Sell
22,123
-507
-2% -$54K 0.03% 313
2024
Q3
$2.22M Buy
22,630
+1,697
+8% +$166K 0.03% 331
2024
Q2
$2.13M Buy
20,933
+15,518
+287% +$1.58M 0.04% 303
2024
Q1
$671K Buy
5,415
+769
+17% +$95.3K 0.02% 361
2023
Q4
$470K Buy
+4,646
New +$470K 0.01% 414