Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$308K Sell
932
-1,462
-61% -$483K 0.01% 896
2025
Q1
$788K Buy
2,394
+626
+35% +$206K 0.03% 484
2024
Q4
$488K Sell
1,768
-15,434
-90% -$4.26M 0.02% 615
2024
Q3
$5.96M Sell
17,202
-3,454
-17% -$1.2M 0.01% 145
2024
Q2
$6.83M Sell
20,656
-533
-3% -$176K 0.01% 135
2024
Q1
$7.7M Sell
21,189
-20,553
-49% -$7.46M 0.01% 103
2023
Q4
$12.5M Buy
41,742
+23,884
+134% +$7.15M 0.02% 60
2023
Q3
$5.11M Buy
17,858
+11,846
+197% +$3.39M 0.01% 159
2023
Q2
$1.69M Buy
+6,012
New +$1.69M 0.05% 297