Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Sell
3,426
-14,388
-81% -$1.17M 0.06% 470
2025
Q1
$1.77M Buy
17,814
+5,300
+42% +$526K 0.53% 16
2024
Q4
$1.26M Sell
12,514
-8,524
-41% -$856K 0.28% 105
2024
Q3
$1.92M Buy
21,038
+17,310
+464% +$1.58M 0.47% 14
2024
Q2
$304K Buy
+3,728
New +$304K 0.09% 408
2023
Q3
Sell
-8,333
Closed -$514K 526
2023
Q2
$514K Buy
8,333
+2,351
+39% +$145K 0.27% 137
2023
Q1
$380K Buy
+5,982
New +$380K 0.12% 311