Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.45M Sell
11,254
-1,814
-14% -$233K 0.02% 612
2025
Q1
$944K Sell
13,068
-10,366
-44% -$748K 0.01% 747
2024
Q4
$2.66M Buy
23,434
+15,558
+198% +$1.77M 0.05% 350
2024
Q3
$784K Sell
7,876
-2,045
-21% -$203K 0.02% 725
2024
Q2
$859K Buy
9,921
+5,335
+116% +$462K 0.02% 650
2024
Q1
$375K Buy
+4,586
New +$375K 0.01% 936