Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$913K Sell
4,375
-10,733
-71% -$2.24M 0.01% 331
2025
Q1
$3.28M Buy
15,108
+1,811
+14% +$393K 0.05% 238
2024
Q4
$2.74M Sell
13,297
-7,979
-38% -$1.65M 0.04% 247
2024
Q3
$3.75M Buy
21,276
+15,504
+269% +$2.73M 0.06% 206
2024
Q2
$940K Sell
5,772
-1,512
-21% -$246K 0.04% 249
2024
Q1
$1.08M Buy
7,284
+3,268
+81% +$487K 0.04% 221
2023
Q4
$516K Hold
4,016
0.01% 374
2023
Q3
$422K Buy
+4,016
New +$422K 0.01% 425