Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.99M Sell
301,129
-235,848
-44% -$1.56M 0.02% 887
2025
Q1
$2.72M Buy
536,977
+54,421
+11% +$276K 0.03% 753
2024
Q4
$2.84M Buy
482,556
+133,647
+38% +$787K 0.03% 731
2024
Q3
$2.6M Buy
348,909
+243,266
+230% +$1.81M 0.03% 709
2024
Q2
$767K Buy
105,643
+80,825
+326% +$587K 0.01% 1094
2024
Q1
$203K Sell
24,818
-115,223
-82% -$941K ﹤0.01% 1358
2023
Q4
$963K Buy
140,041
+90,149
+181% +$620K 0.02% 840
2023
Q3
$250K Buy
+49,892
New +$250K 0.01% 1282