Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Sell
1,097
-4,857
-82% -$1.43M 0.01% 81
2025
Q1
$1.48M Sell
5,954
-6,498
-52% -$1.62M 0.03% 123
2024
Q4
$2.74M Sell
12,452
-19,447
-61% -$4.28M 0.05% 139
2024
Q3
$7.05M Sell
31,899
-2,203
-6% -$487K 0.15% 68
2024
Q2
$5.9M Sell
34,102
-25,539
-43% -$4.42M 0.14% 106
2024
Q1
$11.4M Buy
59,641
+26,816
+82% +$5.12M 0.28% 67
2023
Q4
$5.37M Buy
32,825
+9,573
+41% +$1.57M 0.15% 70
2023
Q3
$3.26M Buy
+23,252
New +$3.26M 0.11% 75