Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$470K Sell
2,977
-13,268
-82% -$2.1M 0.28% 45
2025
Q1
$1.76M Sell
16,245
-719
-4% -$77.9K 1.13% 14
2024
Q4
$2.28M Sell
16,964
-14,028
-45% -$1.88M 1.38% 14
2024
Q3
$3.76M Buy
30,992
+28,857
+1,352% +$3.5M 2.43% 7
2024
Q2
$238K Buy
+2,135
New +$238K 0.16% 66