Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.91M Sell
22,269
-1,483
-6% -$127K 0.19% 95
2025
Q1
$1.98M Buy
23,752
+23,751
+2,375,100% +$1.98M 0.22% 100
2024
Q4
$84 Sell
1
-29,825
-100% -$2.51M ﹤0.01% 1630
2024
Q3
$2.61M Buy
29,826
+29,425
+7,338% +$2.57M 0.23% 70
2024
Q2
$31.8K Sell
401
-7,945
-95% -$630K ﹤0.01% 1226
2024
Q1
$780K Sell
8,346
-951
-10% -$88.9K 0.14% 252
2023
Q4
$807K Buy
+9,297
New +$807K 0.17% 198