Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Buy
+7,078
New +$304K 0.01% 903
2025
Q1
Sell
-7,980
Closed -$333K 1409
2024
Q4
$333K Sell
7,980
-126,984
-94% -$5.3M 0.02% 818
2024
Q3
$1.18M Buy
134,964
+113,262
+522% +$990K ﹤0.01% 593
2024
Q2
$153K Sell
21,702
-2,726
-11% -$19.2K ﹤0.01% 1409
2024
Q1
$244K Buy
+24,428
New +$244K ﹤0.01% 1116
2023
Q4
Hold
0
1786
2023
Q3
Sell
-84,383
Closed -$1.14M 1663
2023
Q2
$1.14M Buy
+84,383
New +$1.14M 0.04% 396