Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Sell
4,471
-31,104
-87% -$1.99M 0.01% 1469
2025
Q1
$1.84M Buy
+35,575
New +$1.84M 0.09% 283
2024
Q4
Sell
-17,656
Closed -$745K 2824
2024
Q3
$745K Buy
+17,656
New +$745K 0.05% 562
2024
Q1
Sell
-7,504
Closed -$512K 2243
2023
Q4
$512K Buy
+7,504
New +$512K 0.11% 241