Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
2,805
+1,332
+90% +$171K 0.01% 820
2025
Q1
$106K Sell
1,473
-9,339
-86% -$674K ﹤0.01% 1204
2024
Q4
$1.23M Buy
10,812
+9,231
+584% +$1.05M 0.03% 321
2024
Q3
$157K Sell
1,581
-6,162
-80% -$613K ﹤0.01% 1362
2024
Q2
$670K Sell
7,743
-2,027
-21% -$175K 0.01% 655
2024
Q1
$798K Sell
9,770
-1,674
-15% -$137K 0.02% 516
2023
Q4
$550K Buy
+11,444
New +$550K 0.01% 553
2023
Q1
Sell
-18,890
Closed -$258K 1367
2022
Q4
$258K Buy
+18,890
New +$258K 0.01% 651