Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Sell
8,196
-9,187
-53% -$275K 0.02% 765
2025
Q1
$587K Buy
17,383
+17,371
+144,758% +$587K 0.05% 394
2024
Q4
$368 Sell
12
-12,864
-100% -$394K 0.03% 559
2024
Q3
$404K Sell
12,876
-431
-3% -$13.5K 0.03% 541
2024
Q2
$480K Sell
13,307
-1,011
-7% -$36.5K 0.04% 452
2024
Q1
$539K Sell
14,318
-999
-7% -$37.6K 0.05% 411
2023
Q4
$542K Sell
15,317
-1,150
-7% -$40.7K 0.05% 389
2023
Q3
$637K Buy
+16,467
New +$637K 0.07% 305