Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Sell
12,575
-13,635
-52% -$1.42M 0.13% 211
2025
Q1
$2.47M Buy
26,210
+21,713
+483% +$2.05M 0.27% 56
2024
Q4
$477K Buy
4,497
+4,490
+64,143% +$476K 0.06% 503
2024
Q3
$657 Buy
+7
New +$657 ﹤0.01% 1671
2024
Q2
Sell
-7
Closed -$547 1857
2024
Q1
$547 Sell
7
-7,163
-100% -$560K ﹤0.01% 1500
2023
Q4
$496K Buy
+7,170
New +$496K 0.11% 349