Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$338K Sell
4,534
-169
-4% -$12.6K 0.03% 819
2025
Q1
$319K Buy
4,703
+1,780
+61% +$121K 0.03% 738
2024
Q4
$181K Buy
2,923
+2,919
+72,975% +$181K 0.02% 898
2024
Q3
$260 Sell
4
-3,692
-100% -$240K ﹤0.01% 1793
2024
Q2
$199K Buy
3,696
+2,613
+241% +$140K 0.03% 752
2024
Q1
$57.2K Sell
1,083
-23,591
-96% -$1.25M 0.01% 914
2023
Q4
$1.08M Buy
+24,674
New +$1.08M 0.23% 124