Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.63M Sell
61,346
-42,577
-41% -$3.91M 0.07% 224
2025
Q1
$9.14M Buy
103,923
+34,515
+50% +$3.04M 0.17% 123
2024
Q4
$6.42M Buy
69,408
+12,921
+23% +$1.2M 0.15% 129
2024
Q3
$5.24M Buy
56,487
+20,709
+58% +$1.92M 0.16% 123
2024
Q2
$2.68M Buy
35,778
+24,675
+222% +$1.85M 0.11% 171
2024
Q1
$958K Buy
11,103
+1,995
+22% +$172K 0.06% 271
2023
Q4
$630K Hold
9,108
0.06% 243
2023
Q3
$498K Buy
+9,108
New +$498K 0.06% 211