Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.78M Sell
35,440
-22,342
-39% -$1.12M ﹤0.01% 3406
2025
Q1
$1.96M Buy
57,782
+3,557
+7% +$120K ﹤0.01% 3264
2024
Q4
$1.58M Buy
+54,225
New +$1.58M ﹤0.01% 3537
2024
Q3
Sell
-7,175
Closed -$153K 6450
2024
Q2
$153K Sell
7,175
-37,311
-84% -$797K ﹤0.01% 4394
2024
Q1
$1.16M Buy
44,486
+30,273
+213% +$790K ﹤0.01% 3476
2023
Q4
$46.2K Buy
14,213
+10,146
+249% +$33K ﹤0.01% 5028
2023
Q3
$13.2K Buy
4,067
+2,213
+119% +$7.19K ﹤0.01% 5252
2023
Q2
$6.03K Buy
+1,854
New +$6.03K ﹤0.01% 5247