Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$465K Sell
2,086
-3,145
-60% -$701K 0.02% 530
2025
Q1
$1.08M Buy
5,231
+3,086
+144% +$634K 0.06% 270
2024
Q4
$392K Sell
2,145
-495
-19% -$90.4K 0.02% 525
2024
Q3
$543K Buy
2,640
+172
+7% +$35.4K 0.24% 115
2024
Q2
$432K Buy
2,468
+1,152
+88% +$202K 0.2% 128
2024
Q1
$226K Buy
+1,316
New +$226K 0.12% 257
2023
Q3
Sell
-1,628
Closed -$202K 414
2023
Q2
$202K Buy
+1,628
New +$202K 0.11% 290
2022
Q3
Sell
-2,272
Closed -$212K 389
2022
Q2
$212K Buy
+2,272
New +$212K 0.03% 338