Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
3,303
-32,412
-91% -$2.23M ﹤0.01% 1546
2025
Q1
$2.46M Buy
35,715
+8,932
+33% +$616K 0.02% 529
2024
Q4
$1.65M Buy
26,783
+8,159
+44% +$502K 0.02% 544
2024
Q3
$1.15M Buy
18,624
+3,391
+22% +$210K 0.01% 497
2024
Q2
$807K Buy
15,233
+6,101
+67% +$323K 0.01% 529
2024
Q1
$487K Buy
9,132
+1,495
+20% +$79.8K 0.01% 625
2023
Q4
$399K Buy
+7,637
New +$399K 0.01% 641
2023
Q2
Sell
-4,163
Closed -$254K 922
2023
Q1
$254K Buy
+4,163
New +$254K 0.01% 765