Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$303K Sell
10,464
-19,212
-65% -$556K 0.01% 907
2025
Q1
$839K Sell
29,676
-19,452
-40% -$550K 0.04% 460
2024
Q4
$1.12M Sell
49,128
-27,533
-36% -$627K 0.05% 305
2024
Q3
$1.69M Buy
76,661
+44,972
+142% +$989K ﹤0.01% 448
2024
Q2
$606K Buy
31,689
+15,773
+99% +$301K ﹤0.01% 875
2024
Q1
$280K Sell
15,916
-143,396
-90% -$2.52M ﹤0.01% 1053
2023
Q4
$2.67M Sell
159,312
-180,866
-53% -$3.03M ﹤0.01% 322
2023
Q3
$5.11M Sell
340,178
-69,054
-17% -$1.04M 0.01% 158
2023
Q2
$6.53M Buy
+409,232
New +$6.53M 0.21% 99