Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Sell
742
-8,098
-92% -$2.39M 0.06% 146
2025
Q1
$2.2M Sell
8,840
-219
-2% -$54.5K 0.67% 53
2024
Q4
$1.99M Sell
9,059
-1,885
-17% -$414K 0.62% 56
2024
Q3
$2.42M Sell
10,944
-233
-2% -$51.5K 0.77% 47
2024
Q2
$1.93M Buy
11,177
+9,984
+837% +$1.73M 0.64% 49
2024
Q1
$228K Sell
1,193
-260
-18% -$49.7K 0.08% 130
2023
Q4
$238K Buy
+1,453
New +$238K 0.09% 127