Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Sell
27,806
-125,543
-82% -$5.56M 0.03% 609
2025
Q1
$5.09M Buy
153,349
+125,893
+459% +$4.18M 0.17% 219
2024
Q4
$1M Sell
27,456
-55,462
-67% -$2.02M 0.04% 570
2024
Q3
$2.35M Buy
+82,918
New +$2.35M 0.1% 353
2024
Q2
Sell
-83,894
Closed -$2.09M 1033
2024
Q1
$2.09M Sell
83,894
-28,361
-25% -$707K 0.1% 325
2023
Q4
$2.05M Buy
+112,255
New +$2.05M 0.15% 232
2023
Q3
Sell
-15,372
Closed -$347K 973
2023
Q2
$347K Buy
+15,372
New +$347K 0.03% 605