Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.31M Sell
17,487
-57,999
-77% -$7.68M 0.01% 518
2025
Q1
$9.02M Buy
75,486
+34,606
+85% +$4.13M 0.07% 186
2024
Q4
$5.37M Buy
40,880
+38,893
+1,957% +$5.11M 0.04% 231
2024
Q3
$252K Sell
1,987
-7,573
-79% -$960K ﹤0.01% 1165
2024
Q2
$1.45M Buy
9,560
+8,299
+658% +$1.26M 0.01% 478
2024
Q1
$208K Buy
+1,261
New +$208K ﹤0.01% 1024
2023
Q4
Sell
-1,494
Closed -$205K 842
2023
Q3
$205K Buy
+1,494
New +$205K ﹤0.01% 753