Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$739K Sell
6,027
-35,053
-85% -$4.3M 0.07% 137
2025
Q1
$3.74M Sell
41,080
-33,081
-45% -$3.02M 0.42% 58
2024
Q4
$8.55M Buy
74,161
+44,425
+149% +$5.12M 0.96% 25
2024
Q3
$3.52M Buy
29,736
+22,233
+296% +$2.64M 0.42% 54
2024
Q2
$1.03M Sell
7,503
-376
-5% -$51.9K 0.13% 99
2024
Q1
$899K Sell
7,879
-3,125
-28% -$357K 0.13% 106
2023
Q4
$842K Buy
+11,004
New +$842K 0.15% 111