Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.77M Sell
8,262
-5,789
-41% -$3.34M 0.03% 314
2025
Q1
$7.95M Buy
14,051
+13,501
+2,455% +$7.63M 0.06% 203
2024
Q4
$330K Buy
550
+199
+57% +$119K ﹤0.01% 1060
2024
Q3
$205K Buy
+351
New +$205K ﹤0.01% 1269
2024
Q2
Sell
-358
Closed -$201K 1312
2024
Q1
$201K Sell
358
-1
-0.3% -$560 ﹤0.01% 1040
2023
Q4
$203K Buy
+359
New +$203K ﹤0.01% 808
2023
Q2
Sell
-369
Closed -$207K 797
2023
Q1
$207K Buy
+369
New +$207K ﹤0.01% 681
2022
Q1
Sell
-333
Closed -$204K 574
2021
Q4
$204K Buy
+333
New +$204K 0.01% 543