Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$102K Sell
11,612
-23,772
-67% -$208K 0.01% 433
2025
Q1
$236K Sell
35,384
-61,912
-64% -$412K 0.04% 428
2024
Q4
$827K Sell
97,296
-38,301
-28% -$326K 0.23% 161
2024
Q3
$1.08M Sell
135,597
-75,469
-36% -$599K 0.29% 114
2024
Q2
$1.51M Buy
211,066
+191,188
+962% +$1.37M 0.55% 51
2024
Q1
$279K Sell
19,878
-11,060
-36% -$155K 0.12% 195
2023
Q4
$599K Buy
+30,938
New +$599K 0.21% 132