Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$661K Sell
6,611
-26,756
-80% -$2.67M 0.12% 292
2025
Q1
$3.51M Buy
+33,367
New +$3.51M 0.57% 15
2024
Q3
Sell
-21,646
Closed -$2.03M 924
2024
Q2
$2.03M Buy
21,646
+16,099
+290% +$1.51M 0.37% 39
2024
Q1
$580K Sell
5,547
-241
-4% -$25.2K 0.12% 289
2023
Q4
$524K Buy
5,788
+1,945
+51% +$176K 0.11% 323
2023
Q3
$313K Buy
+3,843
New +$313K 0.06% 475