Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$816K Buy
43,951
+32,090
+271% +$596K 0.01% 681
2025
Q1
$251K Sell
11,861
-6,610
-36% -$140K 0.01% 1002
2024
Q4
$426K Buy
18,471
+7,919
+75% +$183K 0.01% 850
2024
Q3
$363K Buy
10,552
+3,318
+46% +$114K 0.01% 839
2024
Q2
$213K Sell
7,234
-3,318
-31% -$97.7K 0.01% 1012
2024
Q1
$363K Sell
10,552
-777
-7% -$26.7K 0.01% 838
2023
Q4
$406K Sell
11,329
-31,603
-74% -$1.13M 0.01% 804
2023
Q3
$1.76M Buy
42,932
+21,325
+99% +$876K 0.06% 349
2023
Q2
$738K Buy
+21,607
New +$738K 0.03% 537