Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
949
-5,200
-85% -$1.16M 0.06% 123
2025
Q1
$1.26M Buy
6,149
+2,703
+78% +$556K 0.41% 44
2024
Q4
$630K Sell
3,446
-375
-10% -$68.5K 0.21% 62
2024
Q3
$787K Buy
+3,821
New +$787K 0.28% 51
2024
Q1
$654K Buy
3,808
+808
+27% +$139K 0.26% 51
2023
Q4
$452K Buy
+3,000
New +$452K 0.19% 64