Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Sell
28,433
-5,997
-17% -$301K 0.05% 252
2025
Q1
$1.62M Buy
34,430
+29,137
+550% +$1.37M 0.07% 213
2024
Q4
$280K Buy
+5,293
New +$280K 0.01% 485
2024
Q2
Sell
-2,922
Closed -$201K 515
2024
Q1
$201K Buy
+2,922
New +$201K 0.01% 419