Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$879K Buy
13,734
+3,676
+37% +$235K 0.02% 994
2025
Q1
$521K Sell
10,058
-22,134
-69% -$1.15M 0.04% 683
2024
Q4
$1.7M Sell
32,192
-5,803
-15% -$307K 0.11% 246
2024
Q3
$1.6M Buy
37,995
+4,734
+14% +$200K 0.1% 274
2024
Q2
$1.95M Buy
+33,261
New +$1.95M 0.11% 255
2023
Q1
Sell
-13,007
Closed -$466K 1479
2022
Q4
$466K Buy
+13,007
New +$466K 0.07% 460