Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$693K Sell
21,834
-13,010
-37% -$413K 0.1% 245
2025
Q1
$1.04M Sell
34,844
-24,621
-41% -$734K 0.2% 156
2024
Q4
$2.13M Buy
59,465
+51,399
+637% +$1.84M 0.58% 43
2024
Q3
$327K Buy
+8,066
New +$327K 0.09% 263
2024
Q2
Sell
-30,339
Closed -$1.29M 338
2024
Q1
$1.29M Buy
30,339
+6,083
+25% +$258K 0.56% 54
2023
Q4
$1.01M Buy
+24,256
New +$1.01M 0.36% 89