Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$441K Sell
2,107
-4,226
-67% -$885K 0.1% 347
2025
Q1
$1.15M Sell
6,333
-1,305
-17% -$237K 0.34% 75
2024
Q4
$1.45M Buy
7,638
+6,426
+530% +$1.22M 0.32% 79
2024
Q3
$220K Sell
1,212
-8,576
-88% -$1.56M 0.05% 548
2024
Q2
$1.55M Buy
+9,788
New +$1.55M 0.44% 22