Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Sell
1,015
-7,812
-89% -$1.6M 0.17% 35
2025
Q1
$1.96M Buy
8,827
+6,136
+228% +$1.36M 4.93% 4
2024
Q4
$674K Buy
2,691
+525
+24% +$131K 0.54% 9
2024
Q3
$505K Buy
2,166
+1,094
+102% +$255K 0.38% 10
2024
Q2
$226K Buy
+1,072
New +$226K 0.18% 21