Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$652K Buy
2,419
+1,268
+110% +$342K 0.03% 544
2025
Q1
$292K Sell
1,151
-1,247
-52% -$316K 0.01% 963
2024
Q4
$562K Sell
2,398
-4,692
-66% -$1.1M 0.03% 557
2024
Q3
$1.81M Buy
7,090
+3,846
+119% +$982K ﹤0.01% 427
2024
Q2
$772K Sell
3,244
-7,590
-70% -$1.81M ﹤0.01% 752
2024
Q1
$2.5M Buy
10,834
+8,642
+394% +$2M ﹤0.01% 296
2023
Q4
$435K Buy
2,192
+976
+80% +$194K ﹤0.01% 974
2023
Q3
$206K Sell
1,216
-2,063
-63% -$349K ﹤0.01% 1165
2023
Q2
$612K Buy
+3,279
New +$612K 0.02% 585