Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
10,048
+1,523
+18% +$197K 0.01% 862
2025
Q1
$1.02M Sell
8,525
-1,650
-16% -$197K 0.01% 820
2024
Q4
$1.19M Buy
10,175
+2,857
+39% +$334K 0.01% 697
2024
Q3
$985K Sell
7,318
-1,950
-21% -$263K 0.02% 574
2024
Q2
$1.25M Buy
9,268
+5,470
+144% +$737K 0.05% 292
2024
Q1
$491K Buy
+3,798
New +$491K 0.07% 271