Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$551K Sell
3,511
-277
-7% -$43.4K 0.01% 990
2025
Q1
$489K Buy
3,788
+755
+25% +$97.5K 0.01% 1042
2024
Q4
$433K Sell
3,033
-6,930
-70% -$990K 0.01% 1027
2024
Q3
$1.49M Sell
9,963
-23,370
-70% -$3.49M 0.04% 497
2024
Q2
$4.31M Sell
33,333
-739
-2% -$95.5K 0.12% 168
2024
Q1
$4.63M Buy
34,072
+29,225
+603% +$3.98M 0.1% 219
2023
Q4
$578K Buy
+4,847
New +$578K 0.01% 723