Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Sell
10,395
-122,755
-92% -$2.79M 0.03% 404
2025
Q1
$2.38M Sell
133,150
-100,560
-43% -$1.8M 0.45% 49
2024
Q4
$4.17M Sell
233,710
-113,788
-33% -$2.03M 1.14% 6
2024
Q3
$4.15M Buy
347,498
+288,643
+490% +$3.44M 1.11% 11
2024
Q2
$720K Buy
+58,855
New +$720K 0.26% 133