Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$856K Buy
16,322
+1,426
+10% +$74.8K ﹤0.01% 2171
2025
Q1
$707K Sell
14,896
-767
-5% -$36.4K ﹤0.01% 2296
2024
Q4
$984K Sell
15,663
-141,122
-90% -$8.87M ﹤0.01% 2214
2024
Q3
$9.02M Sell
156,785
-128,420
-45% -$7.39M ﹤0.01% 1040
2024
Q2
$11.8M Buy
285,205
+271,099
+1,922% +$11.2M 0.01% 950
2024
Q1
$631K Buy
14,106
+1,946
+16% +$87K ﹤0.01% 2208
2023
Q4
$525K Buy
12,160
+3,241
+36% +$140K ﹤0.01% 2326
2023
Q3
$269K Sell
8,919
-2,371
-21% -$71.4K ﹤0.01% 2557
2023
Q2
$330K Buy
11,290
+2,850
+34% +$83.4K ﹤0.01% 2592
2023
Q1
$248K Buy
8,440
+6,128
+265% +$180K ﹤0.01% 2901
2022
Q4
$64.3K Buy
+2,312
New +$64.3K ﹤0.01% 3477