Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$501K Buy
9,549
+4,855
+103% +$255K ﹤0.01% 1281
2025
Q1
$223K Sell
4,694
-79
-2% -$3.75K ﹤0.01% 1507
2024
Q4
$300K Hold
4,773
﹤0.01% 1468
2024
Q3
$275K Sell
4,773
-10,284
-68% -$593K ﹤0.01% 1500
2024
Q2
$624K Buy
15,057
+2,227
+17% +$92.3K 0.01% 1218
2024
Q1
$574K Sell
12,830
-5,971
-32% -$267K ﹤0.01% 1261
2023
Q4
$812K Buy
18,801
+4,659
+33% +$201K 0.01% 1238
2023
Q3
$426K Buy
14,142
+3,255
+30% +$98.1K ﹤0.01% 1486
2023
Q2
$319K Buy
+10,887
New +$319K ﹤0.01% 1647