Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.74M Buy
29,301
+3,980
+16% +$644K 0.01% 1105
2025
Q1
$2.7M Sell
25,321
-14,681
-37% -$1.57M ﹤0.01% 1361
2024
Q4
$4.93M Buy
40,002
+3,150
+9% +$389K 0.01% 1053
2024
Q3
$5.27M Sell
36,852
-3,396
-8% -$485K 0.01% 1013
2024
Q2
$6.56M Buy
40,248
+25,639
+176% +$4.18M 0.01% 893
2024
Q1
$1.82M Buy
14,609
+7,266
+99% +$906K ﹤0.01% 1475
2023
Q4
$557K Buy
7,343
+2,359
+47% +$179K ﹤0.01% 2225
2023
Q3
$266K Buy
+4,984
New +$266K ﹤0.01% 2677