Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$715K Sell
34,173
-74,699
-69% -$1.56M 0.01% 917
2025
Q1
$2.61M Sell
108,872
-48,375
-31% -$1.16M 0.02% 498
2024
Q4
$3.36M Buy
157,247
+118,510
+306% +$2.53M 0.03% 413
2024
Q3
$896K Sell
38,737
-5,442
-12% -$126K 0.01% 799
2024
Q2
$803K Sell
44,179
-15,406
-26% -$280K 0.01% 807
2024
Q1
$1.28M Buy
59,585
+2,199
+4% +$47.2K 0.01% 658
2023
Q4
$1.24M Buy
57,386
+21,889
+62% +$471K 0.01% 640
2023
Q3
$713K Buy
+35,497
New +$713K 0.01% 791