Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
46,460
+32,284
+228% +$723K 0.07% 262
2025
Q1
$322K Sell
14,176
-1,285
-8% -$29.2K 0.02% 570
2024
Q4
$310K Sell
15,461
-5,589
-27% -$112K 0.03% 529
2024
Q3
$494K Sell
21,050
-6,246
-23% -$147K 0.05% 337
2024
Q2
$845K Sell
27,296
-2,617
-9% -$81K 0.12% 152
2024
Q1
$1.32M Buy
29,913
+3,141
+12% +$139K 0.27% 56
2023
Q4
$1.15M Buy
+26,772
New +$1.15M 0.31% 50