Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Sell
64,323
-1,316
-2% -$29.5K 0.05% 154
2025
Q1
$1.49M Buy
65,639
+46,248
+239% +$1.05M 0.06% 136
2024
Q4
$871K Buy
19,391
+5,053
+35% +$227K 0.01% 183
2024
Q3
$337K Sell
14,338
-3,140
-18% -$73.8K 0.01% 221
2024
Q2
$541K Sell
17,478
-227,577
-93% -$7.05M 0.03% 185
2024
Q1
$10.6M Buy
+245,055
New +$10.6M 0.5% 45