Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
5,701
+1,790
+46% +$320K 0.01% 524
2025
Q1
$627K Sell
3,911
-18,348
-82% -$2.94M 0.01% 784
2024
Q4
$3.87M Buy
+22,259
New +$3.87M 0.02% 326
2024
Q1
Sell
-13,022
Closed -$2.96M 1280
2023
Q4
$2.96M Buy
13,022
+8,936
+219% +$2.03M 0.02% 357
2023
Q3
$824K Buy
4,086
+2,339
+134% +$472K 0.01% 565
2023
Q2
$321K Sell
1,747
-60
-3% -$11K ﹤0.01% 887
2023
Q1
$352K Buy
+1,807
New +$352K ﹤0.01% 790