Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$574K Sell
1,073
-2,712
-72% -$1.45M 0.04% 376
2025
Q1
$1.4M Sell
3,785
-227
-6% -$83.9K 0.08% 206
2024
Q4
$1.82M Buy
4,012
+381
+10% +$173K 0.11% 173
2024
Q3
$1.56M Sell
3,631
-505
-12% -$217K 0.09% 203
2024
Q2
$1.51M Buy
4,136
+1,883
+84% +$687K 0.09% 204
2024
Q1
$789K Buy
2,253
+1,321
+142% +$463K 0.05% 298
2023
Q4
$201K Buy
+932
New +$201K 0.01% 648