Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Sell
8,356
-386,217
-98% -$16.1M ﹤0.01% 1354
2025
Q1
$16.6M Buy
394,573
+323,636
+456% +$13.7M 0.23% 106
2024
Q4
$3.45M Buy
70,937
+57,896
+444% +$2.81M 0.07% 352
2024
Q3
$860K Sell
13,041
-57,551
-82% -$3.79M 0.02% 858
2024
Q2
$4.06M Buy
70,592
+7,781
+12% +$448K 0.08% 296
2024
Q1
$4M Buy
62,811
+24,339
+63% +$1.55M 0.11% 195
2023
Q4
$2.43M Sell
38,472
-76,655
-67% -$4.83M 0.08% 315
2023
Q3
$7.71M Buy
115,127
+85,138
+284% +$5.7M 0.29% 51
2023
Q2
$3.13M Buy
29,989
+23,489
+361% +$2.45M 0.12% 236
2023
Q1
$794K Buy
+6,500
New +$794K 0.03% 697