Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$776K Buy
5,996
+674
+13% +$87.2K 0.01% 843
2025
Q1
$636K Buy
5,322
+1,979
+59% +$236K 0.01% 903
2024
Q4
$388K Sell
3,343
-10,713
-76% -$1.24M 0.01% 1069
2024
Q3
$1.9M Buy
14,056
+9,684
+222% +$1.31M 0.05% 402
2024
Q2
$593K Sell
4,372
-2,486
-36% -$337K 0.02% 797
2024
Q1
$886K Sell
6,858
-1,683
-20% -$218K 0.02% 617
2023
Q4
$977K Sell
8,541
-355
-4% -$40.6K 0.02% 564
2023
Q3
$810K Buy
+8,896
New +$810K 0.03% 569