Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Sell
117,828
-34,490
-23% -$295K 0.06% 418
2025
Q1
$1.13M Buy
152,318
+136,370
+855% +$1.01M 0.08% 371
2024
Q4
$132K Sell
15,948
-39,601
-71% -$327K 0.01% 683
2024
Q3
$547K Buy
55,549
+32,779
+144% +$323K 0.05% 483
2024
Q2
$270K Buy
+22,770
New +$270K 0.03% 571