Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Sell
2,398
-15,729
-87% -$1.56M 0.04% 265
2025
Q1
$1.48M Sell
18,127
-350
-2% -$28.6K 0.26% 96
2024
Q4
$1.92M Buy
18,477
+2,537
+16% +$263K 0.32% 72
2024
Q3
$1.41M Buy
15,940
+4,865
+44% +$431K 0.24% 99
2024
Q2
$812K Buy
+11,075
New +$812K 0.15% 148