Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$505K Sell
6,503
-9,900
-60% -$768K ﹤0.01% 1371
2025
Q1
$1.14M Sell
16,403
-3,606
-18% -$251K ﹤0.01% 1298
2024
Q4
$1.44M Buy
20,009
+12,811
+178% +$924K ﹤0.01% 1304
2024
Q3
$490K Sell
7,198
-46,144
-87% -$3.14M ﹤0.01% 1434
2024
Q2
$3.38M Sell
53,342
-33,036
-38% -$2.09M ﹤0.01% 1020
2024
Q1
$5.63M Buy
86,378
+16,821
+24% +$1.1M ﹤0.01% 950
2023
Q4
$4.1M Buy
69,557
+64,299
+1,223% +$3.79M ﹤0.01% 1025
2023
Q3
$208K Sell
5,258
-873
-14% -$34.6K ﹤0.01% 1585
2023
Q2
$250K Buy
+6,131
New +$250K ﹤0.01% 1543