Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$837K Sell
167,658
-298,519
-64% -$1.49M 0.05% 446
2025
Q1
$1.94M Buy
466,177
+381,822
+453% +$1.59M 0.14% 261
2024
Q4
$470K Sell
84,355
-20,451
-20% -$114K 0.04% 494
2024
Q3
$746K Sell
104,806
-3,264
-3% -$23.2K 0.07% 425
2024
Q2
$908K Buy
+108,070
New +$908K 0.09% 361