Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$409K Sell
4,690
-285
-6% -$24.9K 0.05% 265
2025
Q1
$340K Buy
4,975
+1,288
+35% +$88K 0.05% 261
2024
Q4
$287K Sell
3,687
-32,545
-90% -$2.53M 0.04% 306
2024
Q3
$2.43M Buy
36,232
+33,022
+1,029% +$2.21M 0.35% 42
2024
Q2
$364K Buy
3,210
+873
+37% +$99K 0.06% 308
2024
Q1
$324K Buy
+2,337
New +$324K 0.06% 224