Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$747K Sell
1,930
-46
-2% -$17.8K 0.06% 132
2025
Q1
$758K Sell
1,976
-311
-14% -$119K 0.07% 125
2024
Q4
$1.02M Hold
2,287
0.1% 79
2024
Q3
$1.21M Sell
2,287
-241
-10% -$128K 0.12% 72
2024
Q2
$1.4M Buy
2,528
+2,152
+572% +$1.2M 0.16% 49
2024
Q1
$190K Buy
+376
New +$190K 0.05% 133