Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$260K Buy
883
+444
+101% +$131K 0.03% 729
2025
Q1
$117K Sell
439
-1,212
-73% -$323K 0.02% 1096
2024
Q4
$415K Buy
1,651
+1,494
+952% +$376K 0.05% 355
2024
Q3
$34.6K Sell
157
-549
-78% -$121K ﹤0.01% 1535
2024
Q2
$122K Buy
706
+191
+37% +$32.9K 0.02% 896
2024
Q1
$97.6K Sell
515
-362
-41% -$68.6K 0.02% 1026
2023
Q4
$157K Buy
877
+304
+53% +$54.4K 0.03% 720
2023
Q3
$92.3K Buy
+573
New +$92.3K 0.02% 912
2023
Q2
Sell
-239
Closed -$34.8K 1631
2023
Q1
$34.8K Buy
+239
New +$34.8K 0.01% 1210