Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Sell
49,318
-155,732
-76% -$673K 0.01% 960
2025
Q1
$1.03M Hold
205,050
0.03% 432
2024
Q4
$1.13M Sell
205,050
-107,447
-34% -$591K 0.04% 419
2024
Q3
$1.76M Buy
312,497
+23,386
+8% +$132K 0.06% 318
2024
Q2
$844K Buy
289,111
+80,067
+38% +$234K 0.03% 473
2024
Q1
$1.23M Buy
209,044
+147,409
+239% +$869K 0.04% 371
2023
Q4
$356K Buy
61,635
+43,848
+247% +$253K 0.01% 777
2023
Q3
$84K Buy
+17,787
New +$84K ﹤0.01% 1141
2023
Q1
Sell
-129,589
Closed -$717K 1264
2022
Q4
$717K Buy
129,589
+36,010
+38% +$199K 0.03% 565
2022
Q3
$650K Buy
+93,579
New +$650K 0.02% 604