Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,353
Closed -$5.53M 78
2025
Q1
$5.53M Buy
8,353
+4,819
+136% +$3.19M 0.14% 6
2024
Q4
$2.45M Buy
3,534
+3,158
+840% +$2.19M 0.18% 10
2024
Q3
$313K Buy
+376
New +$313K 0.01% 43
2024
Q2
Hold
0
68
2024
Q1
Hold
0
45
2023
Q4
Sell
-3,048
Closed -$1.79M 76
2023
Q3
$1.79M Buy
+3,048
New +$1.79M 0.08% 20
2023
Q2
Hold
0
63
2023
Q1
Hold
0
103