Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$425K Sell
3,123
-12,863
-80% -$1.75M 0.02% 728
2025
Q1
$2.12M Buy
15,986
+4,210
+36% +$558K 0.09% 168
2024
Q4
$1.33M Sell
11,776
-14,582
-55% -$1.65M 0.06% 242
2024
Q3
$3.01M Sell
26,358
-48,381
-65% -$5.52M 0.01% 292
2024
Q2
$7.77M Buy
74,739
+68,008
+1,010% +$7.07M 0.02% 112
2024
Q1
$765K Sell
6,731
-73,386
-92% -$8.34M ﹤0.01% 619
2023
Q4
$8.82M Buy
80,117
+67,430
+531% +$7.42M 0.02% 95
2023
Q3
$1.23M Buy
+12,687
New +$1.23M ﹤0.01% 451