Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$671K Sell
2,275
-3,111
-58% -$917K 0.03% 530
2025
Q1
$1.34M Sell
5,386
-3,922
-42% -$975K 0.06% 285
2024
Q4
$2.05M Sell
9,308
-38,022
-80% -$8.36M 0.1% 159
2024
Q3
$10.5M Sell
47,330
-32,955
-41% -$7.29M 0.02% 77
2024
Q2
$13.9M Buy
80,285
+50,998
+174% +$8.82M 0.03% 58
2024
Q1
$5.59M Buy
29,287
+24,691
+537% +$4.71M 0.01% 137
2023
Q4
$752K Buy
4,596
+2,193
+91% +$359K ﹤0.01% 727
2023
Q3
$337K Buy
+2,403
New +$337K ﹤0.01% 950