Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$530K Sell
1,370
-8,128
-86% -$3.14M 0.17% 50
2025
Q1
$3.64M Buy
9,498
+2,357
+33% +$904K 1.24% 19
2024
Q4
$3.18M Buy
7,141
+2,315
+48% +$1.03M 1.02% 20
2024
Q3
$2.5M Sell
4,826
-8,847
-65% -$4.58M 0.72% 28
2024
Q2
$7.6M Buy
13,673
+2,856
+26% +$1.59M 2.57% 10
2024
Q1
$5.46M Sell
10,817
-434
-4% -$219K 1.92% 17
2023
Q4
$6.71M Buy
+11,251
New +$6.71M 2.24% 16