Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,746
Closed -$837K 321
2025
Q1
$837K Sell
17,746
-34,678
-66% -$1.64M 0.2% 189
2024
Q4
$2.77M Buy
52,424
+34,565
+194% +$1.83M 0.75% 31
2024
Q3
$992K Buy
17,859
+7,664
+75% +$426K 0.21% 173
2024
Q2
$601K Sell
10,195
-7,338
-42% -$433K 0.13% 248
2024
Q1
$1.2M Buy
+17,533
New +$1.2M 0.25% 155