Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$365K Sell
23,484
-66,476
-74% -$1.03M 0.03% 110
2025
Q1
$1.68M Hold
89,960
0.05% 229
2024
Q4
$1.66M Sell
89,960
-7,286
-7% -$135K 0.05% 210
2024
Q3
$2.55M Sell
97,246
-37,013
-28% -$971K 0.24% 40
2024
Q2
$2.59M Buy
134,259
+34,023
+34% +$656K 0.21% 48
2024
Q1
$2.06M Hold
100,236
0.15% 51
2023
Q4
$2.35M Sell
100,236
-62,522
-38% -$1.46M 0.16% 46
2023
Q3
$2.9M Buy
162,758
+101,268
+165% +$1.8M 0.17% 40
2023
Q2
$1.46M Buy
61,490
+6,166
+11% +$146K 0.09% 58
2023
Q1
$1.65M Buy
+55,324
New +$1.65M 0.12% 46