Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
3,473
+2,455
+241% +$950K 0.1% 150
2025
Q1
$390K Sell
1,018
-113
-10% -$43.3K 0.06% 193
2024
Q4
$503K Sell
1,131
-102
-8% -$45.4K 0.05% 233
2024
Q3
$638K Sell
1,233
-152
-11% -$78.7K 0.06% 196
2024
Q2
$771K Sell
1,385
-1,481
-52% -$825K 0.08% 173
2024
Q1
$1.44M Buy
2,866
+320
+13% +$161K 0.15% 115
2023
Q4
$1.5M Buy
+2,546
New +$1.5M 0.16% 105