Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$636K Sell
5,064
-1,766
-26% -$222K 0.01% 923
2025
Q1
$935K Buy
6,830
+5,444
+393% +$745K 0.01% 753
2024
Q4
$212K Buy
1,386
+166
+14% +$25.4K ﹤0.01% 1327
2024
Q3
$237K Sell
1,220
-504
-29% -$97.7K 0.01% 1223
2024
Q2
$400K Sell
1,724
-668
-28% -$155K 0.01% 1010
2024
Q1
$516K Sell
2,392
-6,642
-74% -$1.43M 0.01% 812
2023
Q4
$2.34M Buy
9,034
+2,969
+49% +$768K 0.06% 338
2023
Q3
$1.56M Buy
+6,065
New +$1.56M 0.05% 378