Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$811K Buy
4,221
+276
+7% +$53.1K 0.02% 593
2025
Q1
$500K Sell
3,945
-18,526
-82% -$2.35M 0.01% 710
2024
Q4
$3.91M Buy
22,471
+1,204
+6% +$209K 0.11% 173
2024
Q3
$2.67M Buy
21,267
+17,360
+444% +$2.18M 0.08% 229
2024
Q2
$278K Sell
3,907
-3,299
-46% -$235K 0.01% 914
2024
Q1
$502K Buy
+7,206
New +$502K 0.02% 693