Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.64M Sell
5,544
-23,540
-81% -$6.96M 0.04% 256
2025
Q1
$7.67M Sell
29,084
-12,240
-30% -$3.23M 0.3% 79
2024
Q4
$10.4M Buy
41,324
+35,992
+675% +$9.09M 0.4% 54
2024
Q3
$1.17M Buy
5,332
+3,623
+212% +$793K 0.05% 277
2024
Q2
$293K Sell
1,709
-735
-30% -$126K 0.01% 397
2024
Q1
$463K Buy
2,444
+149
+6% +$28.2K 0.03% 377
2023
Q4
$412K Buy
+2,295
New +$412K 0.03% 344
2023
Q2
Sell
-1,795
Closed -$257K 395
2023
Q1
$257K Buy
+1,795
New +$257K 0.02% 381