Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$376K Sell
20,930
-5,710
-21% -$103K 0.15% 92
2025
Q1
$383K Buy
26,640
+23,001
+632% +$331K 0.16% 101
2024
Q4
$72K Sell
3,639
-128,376
-97% -$2.54M 0.02% 260
2024
Q3
$1.81M Buy
132,015
+45,268
+52% +$620K 0.33% 70
2024
Q2
$2.44M Sell
86,747
-136,220
-61% -$3.83M 0.38% 63
2024
Q1
$7.17M Buy
+222,967
New +$7.17M 0.64% 47