Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Sell
5,580
-824
-13% -$184K 0.06% 288
2025
Q1
$1.32M Sell
6,404
-3,851
-38% -$791K 0.07% 266
2024
Q4
$1.87M Buy
10,255
+1,195
+13% +$218K 0.09% 195
2024
Q3
$1.87M Buy
9,060
+6,032
+199% +$1.24M 0.09% 199
2024
Q2
$530K Buy
3,028
+196
+7% +$34.3K 0.03% 466
2024
Q1
$486K Buy
+2,832
New +$486K 0.03% 512