Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Sell
3,189
-342
-10% -$24.3K 0.01% 626
2025
Q1
$224K Sell
3,531
-2,694
-43% -$171K 0.01% 629
2024
Q4
$471K Sell
6,225
-15,692
-72% -$1.19M 0.02% 482
2024
Q3
$1.94M Sell
21,917
-2,549
-10% -$225K 0.07% 191
2024
Q2
$1.84M Buy
24,466
+6,780
+38% +$511K 0.08% 170
2024
Q1
$1.66M Buy
17,686
+2,083
+13% +$196K 0.06% 204
2023
Q4
$1.69M Buy
15,603
+14,986
+2,429% +$1.63M 0.14% 146
2023
Q3
$59K Buy
+617
New +$59K 0.01% 384