Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$615K Sell
621
-1,788
-74% -$1.77M 0.49% 26
2025
Q1
$2.28M Buy
2,409
+1,372
+132% +$1.3M 5.73% 2
2024
Q4
$950K Sell
1,037
-466
-31% -$427K 0.76% 6
2024
Q3
$1.33M Sell
1,503
-140
-9% -$124K 1% 5
2024
Q2
$1.4M Buy
1,643
+402
+32% +$342K 1.09% 5
2024
Q1
$909K Buy
+1,241
New +$909K 0.76% 6