Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Sell
1,109
-240
-18% -$76.2K 0.03% 43
2025
Q1
$350K Buy
+1,349
New +$350K 0.04% 38
2024
Q4
Sell
-1,620
Closed -$424K 482
2024
Q3
$424K Sell
1,620
-201,267
-99% -$52.7M 0.02% 60
2024
Q2
$40.1M Buy
202,887
+193,673
+2,102% +$38.3M 0.81% 23
2024
Q1
$1.62M Buy
9,214
+8,149
+765% +$1.43M 0.1% 67
2023
Q4
$265K Buy
+1,065
New +$265K 0.02% 87
2022
Q1
Sell
-18,759
Closed -$6.61M 411
2021
Q4
$6.61M Buy
+18,759
New +$6.61M 0.13% 21