Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
9,122
+8,068
+765% +$908K 0.03% 485
2025
Q1
$118K Sell
1,054
-3,074
-74% -$344K ﹤0.01% 1046
2024
Q4
$461K Sell
4,128
-1,813
-31% -$202K 0.02% 710
2024
Q3
$827K Hold
5,941
0.03% 518
2024
Q2
$698K Hold
5,941
0.02% 543
2024
Q1
$775K Buy
5,941
+3,055
+106% +$399K 0.03% 492
2023
Q4
$359K Sell
2,886
-2,659
-48% -$331K 0.01% 774
2023
Q3
$585K Buy
5,545
+3,787
+215% +$400K 0.02% 569
2023
Q2
$198K Hold
1,758
0.01% 851
2023
Q1
$189K Hold
1,758
0.01% 910
2022
Q4
$195K Hold
1,758
0.01% 941
2022
Q3
$155K Buy
+1,758
New +$155K 0.01% 994