Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
78
2025
Q1
Sell
-10,330
Closed -$1.27M 88
2024
Q4
$1.27M Buy
10,330
+945
+10% +$117K 0.02% 33
2024
Q3
$1.34M Buy
9,385
+3,823
+69% +$547K 0.02% 26
2024
Q2
$910K Sell
5,562
-13,502
-71% -$2.21M 0.01% 44
2024
Q1
$2.38M Buy
19,064
+10,580
+125% +$1.32M 0.04% 19
2023
Q4
$638K Buy
8,484
+3,813
+82% +$287K 0.01% 46
2023
Q3
$250K Buy
+4,671
New +$250K ﹤0.01% 68