Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$404K Hold
37,219
0.33% 39
2025
Q1
$373K Hold
37,219
0.33% 39
2024
Q4
$368K Buy
37,219
+16,456
+79% +$163K 0.33% 39
2024
Q3
$219K Sell
20,763
-118,197
-85% -$1.25M 0.2% 45
2024
Q2
$1.74M Sell
138,960
-99,568
-42% -$1.25M 1.72% 12
2024
Q1
$3.17M Buy
238,528
+168,508
+241% +$2.24M 2.99% 8
2023
Q4
$854K Buy
+70,020
New +$854K 0.88% 19