Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
95,791
-13,842
-13% -$193K 0.05% 267
2025
Q1
$1.88M Buy
109,633
+91,553
+506% +$1.57M 0.08% 190
2024
Q4
$365K Buy
18,080
+4,720
+35% +$95.2K 0.02% 439
2024
Q3
$276K Buy
+13,360
New +$276K 0.01% 493