Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$542K Sell
43,607
-51,570
-54% -$641K 0.24% 147
2025
Q1
$1.45M Buy
95,177
+24,583
+35% +$374K 0.67% 1
2024
Q4
$1.03M Sell
70,594
-16,279
-19% -$238K 0.33% 44
2024
Q3
$1.39M Buy
86,873
+64,774
+293% +$1.03M 0.32% 34
2024
Q2
$420K Sell
22,099
-23,068
-51% -$439K 0.07% 493
2024
Q1
$882K Buy
45,167
+19,571
+76% +$382K 0.17% 180
2023
Q4
$519K Buy
+25,596
New +$519K 0.24% 155