Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Sell
316
-3,247
-91% -$2.56M 0.01% 324
2025
Q1
$2.19M Buy
3,563
+156
+5% +$95.8K 0.11% 127
2024
Q4
$2.14M Buy
3,407
+752
+28% +$473K 0.11% 132
2024
Q3
$1.65M Buy
2,655
+557
+27% +$346K 0.08% 143
2024
Q2
$1.38M Buy
2,098
+1,317
+169% +$866K 0.07% 151
2024
Q1
$508K Buy
+781
New +$508K 0.03% 198