Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$119K Buy
150,000
+91,927
+158% +$72.6K 0.01% 262
2025
Q1
$59.2K Sell
58,073
-567,516
-91% -$579K ﹤0.01% 234
2024
Q4
$1.55M Sell
625,589
-172,287
-22% -$426K 0.04% 179
2024
Q3
$1.22M Buy
797,876
+76,108
+11% +$116K 0.03% 251
2024
Q2
$1.26M Buy
721,768
+339,359
+89% +$590K 0.04% 264
2024
Q1
$589K Buy
382,409
+180,529
+89% +$278K 0.02% 315
2023
Q4
$329K Sell
201,880
-188,120
-48% -$307K 0.01% 369
2023
Q3
$1.16M Buy
390,000
+85,000
+28% +$253K 0.02% 308
2023
Q2
$1.36M Buy
+305,000
New +$1.36M 0.03% 345