Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.2K Hold
156
﹤0.01% 1607
2025
Q1
$16.7K Sell
156
-6,635
-98% -$709K ﹤0.01% 1598
2024
Q4
$838K Buy
6,791
+921
+16% +$114K ﹤0.01% 1373
2024
Q3
$839K Sell
5,870
-425,987
-99% -$60.9M ﹤0.01% 1409
2024
Q2
$70.7M Sell
431,857
-68,142
-14% -$11.1M 0.08% 321
2024
Q1
$62.5M Sell
499,999
-542,404
-52% -$67.8M 0.07% 365
2023
Q4
$78.3M Buy
1,042,403
+706
+0.1% +$53.1K 0.09% 305
2023
Q3
$55.8M Buy
+1,041,697
New +$55.8M 0.07% 373