Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$526K Buy
15,362
+15,333
+52,872% +$525K 0.05% 573
2025
Q1
$1.07K Sell
29
-21,393
-100% -$792K ﹤0.01% 1923
2024
Q4
$829K Sell
21,422
-62,461
-74% -$2.42M 0.11% 295
2024
Q3
$2.94M Buy
83,883
+56,789
+210% +$1.99M 0.26% 51
2024
Q2
$1M Buy
27,094
+15,451
+133% +$571K 0.14% 237
2024
Q1
$459K Sell
11,643
-3,057
-21% -$120K 0.08% 391
2023
Q4
$696K Buy
+14,700
New +$696K 0.15% 237