Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$470K Hold
6,744
0.01% 725
2025
Q1
$335K Sell
6,744
-2,148
-24% -$107K 0.01% 805
2024
Q4
$621K Buy
8,892
+3,106
+54% +$217K 0.02% 601
2024
Q3
$607K Sell
5,786
-2,648
-31% -$278K 0.02% 623
2024
Q2
$1.2M Sell
8,434
-693
-8% -$98.5K 0.04% 388
2024
Q1
$1.02M Sell
9,127
-4,456
-33% -$497K 0.03% 415
2023
Q4
$1.76M Hold
13,583
0.06% 314
2023
Q3
$2.22M Buy
13,583
+11,172
+463% +$1.82M 0.08% 245
2023
Q2
$442K Hold
2,411
0.02% 630
2023
Q1
$321K Buy
+2,411
New +$321K 0.01% 749