Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Buy
14,345
+10,866
+312% +$997K 0.13% 118
2025
Q1
$306K Sell
3,479
-1,746
-33% -$154K 0.04% 237
2024
Q4
$483K Sell
5,225
-713
-12% -$66K 0.06% 192
2024
Q3
$551K Sell
5,938
-1,062
-15% -$98.5K 0.08% 163
2024
Q2
$525K Buy
7,000
+1,104
+19% +$82.8K 0.08% 158
2024
Q1
$509K Sell
5,896
-3,351
-36% -$289K 0.09% 151
2023
Q4
$640K Sell
9,247
-26,485
-74% -$1.83M 0.12% 128
2023
Q3
$1.96M Buy
+35,732
New +$1.96M 0.4% 64