Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$132K Sell
12,564
-238,255
-95% -$2.51M 0.02% 291
2025
Q1
$3.12M Buy
250,819
+199,664
+390% +$2.48M 0.44% 48
2024
Q4
$658K Sell
51,155
-46,196
-47% -$595K 0.09% 187
2024
Q3
$1.95M Sell
97,351
-13,286
-12% -$267K 0.27% 82
2024
Q2
$1.94M Buy
110,637
+4,031
+4% +$70.8K 0.35% 69
2024
Q1
$1.91M Buy
106,606
+46,865
+78% +$840K 0.34% 75
2023
Q4
$1.15M Buy
59,741
+1,823
+3% +$35.1K 0.22% 114
2023
Q3
$880K Buy
57,918
+20,387
+54% +$310K 0.2% 131
2023
Q2
$778K Buy
+37,531
New +$778K 0.17% 155