Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,327
Closed -$1.96M 140
2025
Q1
$1.96M Sell
5,327
-2,005
-27% -$739K 0.63% 37
2024
Q4
$2.82M Sell
7,332
-2,004
-21% -$771K 0.81% 34
2024
Q3
$3.46M Buy
9,336
+8,341
+838% +$3.09M 1.03% 28
2024
Q2
$320K Sell
995
-1,040
-51% -$334K 0.1% 103
2024
Q1
$584K Buy
+2,035
New +$584K 0.18% 70