Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,006
Closed -$266K 2024
2025
Q1
$266K Buy
3,006
+2,692
+857% +$238K 0.03% 846
2024
Q4
$29.5K Buy
314
+134
+74% +$12.6K ﹤0.01% 1385
2024
Q3
$16.8K Sell
180
-10,047
-98% -$938K ﹤0.01% 1518
2024
Q2
$1.09M Buy
+10,227
New +$1.09M 0.15% 222
2024
Q1
Sell
-5,895
Closed -$650K 1641
2023
Q4
$650K Buy
+5,895
New +$650K 0.14% 268