Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$454K Buy
5,458
+676
+14% +$56.2K 0.05% 361
2025
Q1
$409K Sell
4,782
-16,997
-78% -$1.45M 0.05% 351
2024
Q4
$1.65M Sell
21,779
-387
-2% -$29.3K 0.19% 110
2024
Q3
$1.46M Buy
22,166
+15,966
+258% +$1.05M 0.17% 128
2024
Q2
$332K Buy
6,200
+2,344
+61% +$125K 0.07% 288
2024
Q1
$204K Buy
+3,856
New +$204K 0.04% 388