Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$425K Sell
21,865
-204,308
-90% -$3.98M ﹤0.01% 1278
2025
Q1
$2.91M Buy
226,173
+62,444
+38% +$803K 0.04% 462
2024
Q4
$2.82M Buy
163,729
+134,729
+465% +$2.32M 0.06% 414
2024
Q3
$655K Sell
29,000
-57,323
-66% -$1.29M 0.01% 996
2024
Q2
$2.13M Buy
86,323
+25,709
+42% +$635K 0.04% 523
2024
Q1
$2M Buy
60,614
+3,514
+6% +$116K 0.05% 444
2023
Q4
$2.08M Buy
57,100
+47
+0.1% +$1.71K 0.07% 358
2023
Q3
$2.09M Buy
57,053
+42,962
+305% +$1.58M 0.08% 348
2023
Q2
$540K Buy
+14,091
New +$540K 0.02% 992