Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$775K Buy
7,352
+5,427
+282% +$572K 0.02% 240
2025
Q1
$213K Sell
1,925
-2,156
-53% -$238K 0.01% 385
2024
Q4
$422K Buy
4,081
+2,272
+126% +$235K 0.01% 266
2024
Q3
$201K Sell
1,809
-11,460
-86% -$1.28M 0.01% 432
2024
Q2
$1.19M Buy
+13,269
New +$1.19M 0.05% 159
2024
Q1
Sell
-2,882
Closed -$238K 276
2023
Q4
$238K Buy
+2,882
New +$238K ﹤0.01% 213
2023
Q3
Sell
-5,061
Closed -$353K 264
2023
Q2
$353K Buy
+5,061
New +$353K 0.01% 169
2022
Q3
Sell
-4,194
Closed -$232K 162
2022
Q2
$232K Buy
+4,194
New +$232K 0.01% 142
2018
Q1
Sell
-11,040
Closed -$485K 153
2017
Q4
$485K Buy
+11,040
New +$485K 0.05% 210