Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Hold
2,090
0.06% 160
2025
Q1
$92.4K Sell
2,090
-21,980
-91% -$972K 0.06% 157
2024
Q4
$1.13M Buy
24,070
+11,815
+96% +$556K 0.36% 68
2024
Q3
$577K Sell
12,255
-1,785
-13% -$84.1K 0.36% 64
2024
Q2
$532K Buy
+14,040
New +$532K 0.34% 71