Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Buy
164,854
+84,798
+106% +$735K ﹤0.01% 2442
2025
Q1
$696K Sell
80,056
-30,391
-28% -$264K ﹤0.01% 2646
2024
Q4
$1.04M Sell
110,447
-212,658
-66% -$2M ﹤0.01% 2616
2024
Q3
$3.98M Buy
323,105
+238,954
+284% +$2.94M ﹤0.01% 1686
2024
Q2
$1.43M Buy
84,151
+53,481
+174% +$906K ﹤0.01% 1911
2024
Q1
$472K Buy
30,670
+11,109
+57% +$171K ﹤0.01% 2870
2023
Q4
$232K Buy
19,561
+12,469
+176% +$148K ﹤0.01% 3443
2023
Q3
$66K Buy
7,092
+2,803
+65% +$26.1K ﹤0.01% 3471
2023
Q2
$45K Buy
4,289
+4,288
+428,800% +$45K ﹤0.01% 3722
2023
Q1
$0 Sell
1
-41,299
-100% ﹤0.01% 4294
2022
Q4
$403K Buy
+41,300
New +$403K ﹤0.01% 2718