Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$606K Sell
2,211
-612
-22% -$168K 0.1% 388
2025
Q1
$986K Buy
2,823
+2,278
+418% +$796K 0.15% 210
2024
Q4
$248K Buy
+545
New +$248K 0.05% 695
2024
Q2
Sell
-1,095
Closed -$641K 1035
2024
Q1
$641K Buy
+1,095
New +$641K 0.14% 287
2023
Q4
Sell
-2,883
Closed -$1.15M 986
2023
Q3
$1.15M Buy
2,883
+718
+33% +$286K 0.34% 46
2023
Q2
$741K Buy
+2,165
New +$741K 0.21% 163