Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
2,501
-2,845
-53% -$1.52M 0.03% 167
2025
Q1
$1.98M Buy
+5,346
New +$1.98M 0.06% 129
2024
Q4
Sell
-3,643
Closed -$1.57M 512
2024
Q3
$1.57M Buy
3,643
+643
+21% +$277K 0.04% 150
2024
Q2
$1.1M Buy
+3,000
New +$1.1M 0.04% 169