Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$420K Sell
1,558
-8,697
-85% -$2.34M 0.04% 691
2025
Q1
$2.6M Buy
10,255
+4,663
+83% +$1.18M 0.28% 41
2024
Q4
$1.31M Buy
5,592
+5,421
+3,170% +$1.27M 0.17% 151
2024
Q3
$43.7K Buy
171
+39
+30% +$9.96K ﹤0.01% 1442
2024
Q2
$31.4K Sell
132
-3,463
-96% -$824K ﹤0.01% 1229
2024
Q1
$830K Sell
3,595
-1,409
-28% -$325K 0.14% 236
2023
Q4
$993K Buy
+5,004
New +$993K 0.21% 147