Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.24M Sell
43,575
-3,584
-8% -$267K 0.02% 343
2025
Q1
$3.19M Sell
47,159
-810
-2% -$54.9K 0.02% 329
2024
Q4
$2.97M Sell
47,969
-891
-2% -$55.2K 0.02% 343
2024
Q3
$3.18M Sell
48,860
-32,201
-40% -$2.1M 0.02% 306
2024
Q2
$4.35M Buy
81,061
+56,255
+227% +$3.02M 0.04% 231
2024
Q1
$1.31M Buy
24,806
+19,297
+350% +$1.02M 0.01% 385
2023
Q4
$240K Buy
5,509
+1,609
+41% +$70.2K ﹤0.01% 473
2023
Q3
$172K Hold
3,900
﹤0.01% 492
2023
Q2
$174K Buy
+3,900
New +$174K ﹤0.01% 499