Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$556K Sell
13,490
-22,510
-63% -$927K 0.08% 271
2025
Q1
$1.5M Buy
36,000
+11,871
+49% +$495K 0.28% 98
2024
Q4
$1.41M Sell
24,129
-6,751
-22% -$396K 0.39% 84
2024
Q3
$2.13M Buy
+30,880
New +$2.13M 0.57% 49
2023
Q4
Sell
-7,166
Closed -$446K 242
2023
Q3
$446K Buy
+7,166
New +$446K 0.15% 147