Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.99M Sell
10,747
-9,792
-48% -$1.82M 0.09% 180
2025
Q1
$4.3M Buy
20,539
+12,124
+144% +$2.54M 0.19% 77
2024
Q4
$1.5M Sell
8,415
-14,907
-64% -$2.65M 0.07% 209
2024
Q3
$4.61M Buy
23,322
+14,143
+154% +$2.79M 0.01% 200
2024
Q2
$1.57M Buy
9,179
+6,515
+245% +$1.12M ﹤0.01% 477
2024
Q1
$485K Sell
2,664
-92,364
-97% -$16.8M ﹤0.01% 823
2023
Q4
$14.7M Buy
95,028
+81,506
+603% +$12.6M 0.03% 47
2023
Q3
$2.02M Buy
+13,522
New +$2.02M ﹤0.01% 325