Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Sell
23,607
-133,320
-85% -$1.14M ﹤0.01% 4734
2025
Q1
$1.16M Buy
+156,927
New +$1.16M ﹤0.01% 2865
2024
Q4
Sell
-22,582
Closed -$222K 6798
2024
Q3
$222K Buy
+22,582
New +$222K ﹤0.01% 5154
2024
Q2
Sell
-32,691
Closed -$479K 6628
2024
Q1
$479K Buy
+32,691
New +$479K ﹤0.01% 4109
2023
Q4
Sell
-215,921
Closed -$3.01M 6163
2023
Q3
$3.01M Buy
215,921
+108,360
+101% +$1.51M ﹤0.01% 1799
2023
Q2
$1.36M Buy
107,561
+92,430
+611% +$1.17M ﹤0.01% 2771
2023
Q1
$206K Buy
+15,131
New +$206K ﹤0.01% 4662