Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
4,657
-590
-11% -$134K 0.11% 172
2025
Q1
$871K Sell
5,247
-53
-1% -$8.8K 0.1% 196
2024
Q4
$1.05M Buy
5,300
+2,454
+86% +$485K 0.12% 177
2024
Q3
$494K Buy
2,846
+903
+46% +$157K 0.06% 321
2024
Q2
$338K Buy
1,943
+151
+8% +$26.2K 0.07% 285
2024
Q1
$244K Buy
+1,792
New +$244K 0.05% 353