Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Sell
6,318
-17,750
-74% -$650K 0.01% 1605
2025
Q1
$1.02M Buy
24,068
+16,945
+238% +$715K 0.05% 558
2024
Q4
$464K Sell
7,123
-13,023
-65% -$848K 0.04% 818
2024
Q3
$1.24M Buy
20,146
+11,708
+139% +$721K 0.09% 330
2024
Q2
$634K Buy
+8,438
New +$634K 0.05% 541