Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.72M Sell
126,222
-260,019
-67% -$5.6M 1.23% 10
2025
Q1
$5.23M Buy
386,241
+194,961
+102% +$2.64M 3.39% 5
2024
Q4
$3.04M Buy
191,280
+187,780
+5,365% +$2.99M 1.15% 11
2024
Q3
$251K Buy
+3,500
New +$251K 0.12% 44
2024
Q2
Sell
-4,279
Closed -$452K 81
2024
Q1
$452K Buy
+4,279
New +$452K 0.22% 36