Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$725K Sell
98
-172
-64% -$1.27M ﹤0.01% 875
2025
Q1
$1.96M Buy
270
+14
+5% +$101K 0.01% 514
2024
Q4
$2.09M Sell
256
-752
-75% -$6.15M 0.01% 471
2024
Q3
$9.89M Buy
1,008
+973
+2,780% +$9.55M 0.05% 191
2024
Q2
$266K Buy
35
+3
+9% +$22.8K ﹤0.01% 1058
2024
Q1
$259K Buy
32
+3
+10% +$24.3K ﹤0.01% 1048
2023
Q4
$203K Buy
+29
New +$203K ﹤0.01% 1095