Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$540K Sell
2,466
-4,700
-66% -$1.03M 0.12% 156
2025
Q1
$1.02M Buy
7,166
+1,161
+19% +$165K 0.25% 75
2024
Q4
$1M Buy
6,005
+130
+2% +$21.7K 0.14% 116
2024
Q3
$1M Sell
5,875
-844
-13% -$144K 0.16% 109
2024
Q2
$961K Buy
6,719
+5,791
+624% +$828K 0.12% 146
2024
Q1
$116K Sell
928
-5,609
-86% -$704K 0.22% 62
2023
Q4
$689K Buy
6,537
+1,241
+23% +$131K 0.12% 151
2023
Q3
$561K Sell
5,296
-617
-10% -$65.4K 0.17% 136
2023
Q2
$692K Buy
+5,913
New +$692K 0.11% 167