Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$536K Buy
6,233
+298
+5% +$25.6K 0.01% 1005
2025
Q1
$496K Buy
5,935
+55
+0.9% +$4.59K 0.01% 1035
2024
Q4
$496K Sell
5,880
-5,187
-47% -$437K 0.01% 950
2024
Q3
$969K Sell
11,067
-30,326
-73% -$2.65M 0.02% 643
2024
Q2
$3.28M Sell
41,393
-1,506
-4% -$119K 0.09% 231
2024
Q1
$4.01M Buy
42,899
+36,471
+567% +$3.41M 0.08% 247
2023
Q4
$558K Buy
6,428
+3,620
+129% +$314K 0.01% 743
2023
Q3
$205K Buy
+2,808
New +$205K 0.01% 1104