Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16K Sell
88
-16,780
-99% -$3.05M ﹤0.01% 837
2025
Q1
$2.92M Sell
16,868
-18,283
-52% -$3.17M 0.13% 224
2024
Q4
$6.92M Sell
35,151
-2,741
-7% -$540K 0.3% 100
2024
Q3
$7.66M Buy
37,892
+24,036
+173% +$4.86M 0.33% 85
2024
Q2
$2.32M Buy
13,856
+880
+7% +$147K 0.18% 163
2024
Q1
$2.07M Buy
+12,976
New +$2.07M 0.27% 75