Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Sell
533
-307
-37% -$246K 0.29% 28
2025
Q1
$557K Sell
840
-1,119
-57% -$741K 0.16% 30
2024
Q4
$1.36M Buy
1,959
+1,640
+514% +$1.14M 0.65% 17
2024
Q3
$266K Buy
+319
New +$266K 0.09% 28
2023
Q3
Sell
-1,091
Closed -$791K 54
2023
Q2
$791K Buy
+1,091
New +$791K 0.57% 11