Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$460K Sell
12,876
-16,439
-56% -$587K 0.02% 693
2025
Q1
$1.08M Buy
29,315
+1,632
+6% +$60.2K 0.05% 354
2024
Q4
$1.04M Sell
27,683
-107,817
-80% -$4.05M 0.05% 318
2024
Q3
$5.66M Sell
135,500
-96,366
-42% -$4.03M 0.01% 162
2024
Q2
$9.08M Buy
231,866
+114,439
+97% +$4.48M 0.02% 93
2024
Q1
$5.09M Buy
117,427
+64,464
+122% +$2.79M 0.01% 151
2023
Q4
$2.32M Sell
52,963
-16,232
-23% -$712K ﹤0.01% 356
2023
Q3
$3.07M Buy
69,195
+59,712
+630% +$2.65M 0.01% 240
2023
Q2
$394K Buy
+9,483
New +$394K 0.01% 759