Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Sell
2,686
-34,500
-93% -$4.23M 0.01% 403
2025
Q1
$3.39M Buy
37,186
+6,107
+20% +$557K 0.06% 158
2024
Q4
$3.58M Buy
31,079
+1,168
+4% +$135K 0.06% 158
2024
Q3
$3.55M Sell
29,911
-937
-3% -$111K 0.06% 157
2024
Q2
$4.25M Buy
+30,848
New +$4.25M 0.08% 144