Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Sell
3,626
-804
-18% -$60.9K 0.03% 205
2025
Q1
$332K Buy
+4,430
New +$332K 0.04% 84
2024
Q4
Sell
-4,140
Closed -$323K 462
2024
Q3
$323K Sell
4,140
-31,209
-88% -$2.44M 0.02% 314
2024
Q2
$2.52M Buy
35,349
+32,235
+1,035% +$2.3M 0.05% 293
2024
Q1
$253K Buy
+3,114
New +$253K 0.02% 222
2022
Q1
Sell
-3,735
Closed -$293K 390
2021
Q4
$293K Buy
+3,735
New +$293K 0.01% 348