Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Sell
9,642
-1,294
-12% -$159K 0.88% 37
2025
Q1
$999K Buy
10,936
+7,487
+217% +$684K 0.79% 41
2024
Q4
$397K Sell
3,449
-2,375
-41% -$274K 0.32% 102
2024
Q3
$694K Buy
5,824
+1,801
+45% +$215K 0.52% 84
2024
Q2
$555K Sell
4,023
-6,346
-61% -$875K 0.5% 83
2024
Q1
$1.18M Buy
10,369
+1,340
+15% +$153K 1.08% 25
2023
Q4
$691K Buy
9,029
+359
+4% +$27.5K 0.87% 42
2023
Q3
$597K Buy
+8,670
New +$597K 0.71% 47