Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$885K Sell
6,391
-3,172
-33% -$439K 0.04% 411
2025
Q1
$1.53M Sell
9,563
-727
-7% -$116K 0.07% 238
2024
Q4
$1.37M Sell
10,290
-4,702
-31% -$625K 0.07% 233
2024
Q3
$2.04M Buy
14,992
+11,882
+382% +$1.61M ﹤0.01% 400
2024
Q2
$459K Sell
3,110
-2,947
-49% -$435K ﹤0.01% 997
2024
Q1
$925K Sell
6,057
-1,211
-17% -$185K ﹤0.01% 550
2023
Q4
$1.05M Sell
7,268
-5,890
-45% -$849K ﹤0.01% 592
2023
Q3
$2.01M Sell
13,158
-2,606
-17% -$399K ﹤0.01% 326
2023
Q2
$2.14M Buy
+15,764
New +$2.14M 0.07% 255