Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$909K Sell
12,331
-97,321
-89% -$7.17M ﹤0.01% 1328
2025
Q1
$8.57M Sell
109,652
-26,899
-20% -$2.1M 0.02% 688
2024
Q4
$16.1M Sell
136,551
-65,110
-32% -$7.66M 0.03% 514
2024
Q3
$21.7M Buy
201,661
+40,407
+25% +$4.36M 0.04% 397
2024
Q2
$14.1M Buy
161,254
+37,183
+30% +$3.24M 0.03% 496
2024
Q1
$10.9M Buy
124,071
+56,771
+84% +$5M 0.03% 580
2023
Q4
$4.97M Buy
67,300
+53,679
+394% +$3.96M 0.01% 749
2023
Q3
$775K Buy
+13,621
New +$775K ﹤0.01% 1234