Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$452K Buy
2,793
+566
+25% +$91.5K 0.01% 1070
2025
Q1
$238K Sell
2,227
-21,381
-91% -$2.28M 0.01% 1267
2024
Q4
$2.91M Buy
23,608
+16,498
+232% +$2.04M 0.06% 267
2024
Q3
$1.02M Sell
7,110
-11,346
-61% -$1.62M 0.03% 524
2024
Q2
$3.02M Buy
18,456
+16,306
+758% +$2.67M 0.05% 316
2024
Q1
$269K Buy
2,150
+2,144
+35,733% +$268K 0.01% 1226
2023
Q4
$451 Sell
6
-432
-99% -$32.5K ﹤0.01% 5568
2023
Q3
$23.4K Buy
+438
New +$23.4K ﹤0.01% 3230