Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Buy
3,740
+1,027
+38% +$95.8K 0.14% 95
2025
Q1
$198K Sell
2,713
-9,131
-77% -$665K 0.1% 114
2024
Q4
$714K Buy
11,844
+11,074
+1,438% +$668K 0.28% 41
2024
Q3
$57.9K Sell
770
-592
-43% -$44.5K 0.03% 178
2024
Q2
$99K Sell
1,362
-663
-33% -$48.2K 0.04% 128
2024
Q1
$156K Sell
2,025
-1,023
-34% -$78.8K 0.07% 103
2023
Q4
$188K Buy
+3,048
New +$188K 0.15% 89