Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$165K Buy
6,806
+1,840
+37% +$44.5K 0.02% 1233
2025
Q1
$97.3K Buy
4,966
+1,570
+46% +$30.8K 0.01% 1311
2024
Q4
$76.3K Sell
3,396
-2,136
-39% -$48K 0.01% 1181
2024
Q3
$125K Sell
5,532
-24,388
-82% -$552K 0.01% 1232
2024
Q2
$486K Buy
29,920
+29,906
+213,614% +$486K 0.07% 463
2024
Q1
$374 Sell
14
-6,602
-100% -$176K ﹤0.01% 1563
2023
Q4
$271K Buy
+6,616
New +$271K 0.06% 555