Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,249
Closed -$436K 762
2025
Q1
$436K Sell
1,249
-8,686
-87% -$3.04M 0.05% 311
2024
Q4
$4.53M Buy
9,935
+8,776
+757% +$4M 0.56% 33
2024
Q3
$507K Buy
+1,159
New +$507K 0.05% 313
2024
Q2
Sell
-409
Closed -$239K 650
2024
Q1
$239K Buy
+409
New +$239K 0.03% 456
2023
Q4
Sell
-1,855
Closed -$739K 538
2023
Q3
$739K Buy
1,855
+803
+76% +$320K 0.17% 171
2023
Q2
$360K Buy
+1,052
New +$360K 0.14% 154
2019
Q1
Sell
-11,291
Closed -$630K 679
2018
Q4
$630K Buy
+11,291
New +$630K 0.06% 401