Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Sell
1,879
-22,204
-92% -$3.59M 0.01% 614
2025
Q1
$2.57M Buy
24,083
+9,120
+61% +$974K 0.06% 226
2024
Q4
$1.85M Sell
14,963
-40,447
-73% -$4.99M 0.04% 273
2024
Q3
$7.92M Sell
55,410
-16,823
-23% -$2.41M 0.18% 113
2024
Q2
$11.8M Buy
72,233
+25,905
+56% +$4.24M 0.28% 80
2024
Q1
$5.79M Buy
46,328
+32,913
+245% +$4.11M 0.14% 142
2023
Q4
$1.01M Buy
+13,415
New +$1.01M 0.04% 308