Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$974K Sell
17,916
-26,490
-60% -$1.44M 0.33% 37
2025
Q1
$2.24M Sell
44,406
-5,880
-12% -$296K 0.68% 40
2024
Q4
$2.28M Buy
50,286
+5,074
+11% +$230K 0.67% 40
2024
Q3
$2.15M Buy
45,212
+678
+2% +$32.2K 0.61% 42
2024
Q2
$2.04M Buy
44,534
+44,307
+19,519% +$2.03M 0.61% 37
2024
Q1
$9.83K Buy
+227
New +$9.83K ﹤0.01% 130