Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Sell
3,400
-16,000
-82% -$1.03M ﹤0.01% 1546
2025
Q1
$1.3M Buy
19,400
+7,255
+60% +$485K 0.02% 727
2024
Q4
$807K Sell
12,145
-29,755
-71% -$1.98M 0.02% 845
2024
Q3
$2.57M Buy
41,900
+35,192
+525% +$2.16M 0.05% 422
2024
Q2
$398K Buy
+6,708
New +$398K 0.01% 1225
2024
Q1
Sell
-17,254
Closed -$840K 2097
2023
Q4
$840K Buy
17,254
+9,973
+137% +$485K 0.03% 801
2023
Q3
$306K Buy
7,281
+2,347
+48% +$98.6K 0.01% 1291
2023
Q2
$238K Buy
+4,934
New +$238K 0.01% 1436
2022
Q3
Sell
-24,355
Closed -$1.17M 1767
2022
Q2
$1.17M Buy
+24,355
New +$1.17M 0.05% 506