Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Sell
13,258
-1,122
-8% -$105K 0.05% 291
2025
Q1
$1.05M Sell
14,380
-14,800
-51% -$1.08M 0.08% 248
2024
Q4
$1.76M Buy
29,180
+409
+1% +$24.7K 0.37% 49
2024
Q3
$2.16M Sell
28,771
-35,561
-55% -$2.67M 0.2% 107
2024
Q2
$4.68M Sell
64,332
-623
-1% -$45.3K 0.11% 189
2024
Q1
$5M Buy
+64,955
New +$5M 0.12% 172