Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.72M Sell
70,992
-9,422
-12% -$228K 0.02% 547
2025
Q1
$2.04M Buy
80,414
+71,082
+762% +$1.8M 0.03% 478
2024
Q4
$248K Buy
+9,332
New +$248K ﹤0.01% 1245
2024
Q3
Sell
-95,822
Closed -$2.68M 1518
2024
Q2
$2.68M Buy
+95,822
New +$2.68M 0.07% 281
2024
Q1
Sell
-55,541
Closed -$1.6M 1381
2023
Q4
$1.6M Sell
55,541
-3,952
-7% -$114K 0.04% 431
2023
Q3
$1.97M Buy
+59,493
New +$1.97M 0.06% 312