Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Sell
2,587
-8,046
-76% -$734K ﹤0.01% 1423
2025
Q1
$973K Sell
10,633
-946
-8% -$86.6K 0.01% 730
2024
Q4
$986K Buy
11,579
+1,284
+12% +$109K 0.02% 643
2024
Q3
$901K Sell
10,295
-1,554
-13% -$136K 0.02% 670
2024
Q2
$935K Sell
11,849
-144,928
-92% -$11.4M 0.03% 615
2024
Q1
$14.2M Buy
156,777
+36,944
+31% +$3.34M 0.3% 120
2023
Q4
$10.5M Buy
119,833
+18,725
+19% +$1.65M 0.26% 126
2023
Q3
$8.54M Buy
+101,108
New +$8.54M 0.26% 118