Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$498K Sell
3,284
-5,135
-61% -$779K 0.04% 347
2025
Q1
$1.25M Sell
8,419
-450
-5% -$66.8K 0.11% 215
2024
Q4
$1.15M Sell
8,869
-2,098
-19% -$272K 0.08% 235
2024
Q3
$1.5M Buy
10,967
+240
+2% +$32.8K 0.12% 187
2024
Q2
$1.1M Sell
10,727
-6,946
-39% -$710K 0.1% 193
2024
Q1
$1.57M Buy
17,673
+13,793
+355% +$1.22M 0.16% 149
2023
Q4
$355K Buy
+3,880
New +$355K 0.43% 52