Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$575K Buy
6,689
+4,617
+223% +$397K ﹤0.01% 707
2025
Q1
$173K Sell
2,072
-47,761
-96% -$3.99M ﹤0.01% 838
2024
Q4
$4.2M Sell
49,833
-76,768
-61% -$6.47M ﹤0.01% 438
2024
Q3
$11.1M Sell
126,601
-183,973
-59% -$16.1M 0.01% 320
2024
Q2
$24.6M Buy
310,574
+148,779
+92% +$11.8M 0.03% 213
2024
Q1
$15.1M Buy
161,795
+159,151
+6,019% +$14.9M 0.02% 268
2023
Q4
$229K Buy
+2,644
New +$229K ﹤0.01% 818