Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.34M Sell
106,068
-6,117
-5% -$193K 0.38% 34
2025
Q1
$2.02M Buy
112,185
+96,485
+615% +$1.74M 0.29% 33
2024
Q4
$540K Sell
15,700
-29,983
-66% -$1.03M 0.08% 122
2024
Q3
$1.02M Buy
45,683
+8,681
+23% +$193K 0.14% 62
2024
Q2
$515K Buy
37,002
+13,650
+58% +$190K 0.07% 105
2024
Q1
$348K Buy
+23,352
New +$348K 0.05% 175