Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,501
Closed -$2.46M 420
2025
Q1
$2.46M Sell
15,501
-759
-5% -$120K 0.03% 314
2024
Q4
$2.12M Buy
16,260
+5,186
+47% +$676K 0.03% 317
2024
Q3
$1.48M Buy
11,074
+4,020
+57% +$536K 0.02% 357
2024
Q2
$972K Buy
7,054
+404
+6% +$55.6K 0.02% 349
2024
Q1
$1M Buy
+6,650
New +$1M 0.02% 345