Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$538K Sell
2,374
-647
-21% -$147K 0.04% 166
2025
Q1
$502K Sell
3,021
-268
-8% -$44.5K 0.05% 156
2024
Q4
$650K Buy
3,289
+663
+25% +$131K 0.06% 139
2024
Q3
$456K Sell
2,626
-5,662
-68% -$983K 0.05% 155
2024
Q2
$1.44M Buy
8,288
+5,617
+210% +$976K 0.14% 106
2024
Q1
$363K Buy
+2,671
New +$363K 0.04% 158