Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$357K Sell
1,232
-1,137
-48% -$329K 0.02% 825
2025
Q1
$715K Sell
2,369
-1,028
-30% -$310K 0.03% 527
2024
Q4
$939K Sell
3,397
-2,483
-42% -$686K 0.05% 358
2024
Q3
$1.7M Sell
5,880
-2,036
-26% -$587K ﹤0.01% 446
2024
Q2
$2.02M Buy
7,916
+7,087
+855% +$1.81M ﹤0.01% 393
2024
Q1
$215K Sell
829
-8,586
-91% -$2.22M ﹤0.01% 1171
2023
Q4
$2.13M Buy
9,415
+4,705
+100% +$1.06M ﹤0.01% 374
2023
Q3
$981K Buy
+4,710
New +$981K ﹤0.01% 520