Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Sell
8,025
-8,856
-52% -$426K 0.02% 345
2025
Q1
$819K Sell
16,881
-69,466
-80% -$3.37M 0.06% 198
2024
Q4
$4.22M Buy
+86,347
New +$4.22M 0.26% 85
2024
Q3
Sell
-91,712
Closed -$5.24M 507
2024
Q2
$5.24M Buy
+91,712
New +$5.24M 0.35% 61