Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$805K Sell
5,155
-932
-15% -$146K 0.01% 571
2025
Q1
$650K Sell
6,087
-609
-9% -$65.1K 0.01% 595
2024
Q4
$826K Sell
6,696
-21,183
-76% -$2.61M 0.01% 539
2024
Q3
$3.79M Sell
27,879
-5,366
-16% -$729K 0.03% 299
2024
Q2
$5.29M Buy
33,245
+30,631
+1,172% +$4.87M 0.05% 234
2024
Q1
$330K Buy
+2,614
New +$330K ﹤0.01% 685