Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$778K Sell
14,831
-4,340
-23% -$228K ﹤0.01% 923
2025
Q1
$909K Buy
19,171
+16,250
+556% +$771K ﹤0.01% 871
2024
Q4
$184K Buy
+2,921
New +$184K ﹤0.01% 1536
2024
Q3
Sell
-307,695
Closed -$12.8M 2873
2024
Q2
$12.8M Buy
307,695
+234,743
+322% +$9.73M 0.02% 205
2024
Q1
$3.26M Buy
+72,952
New +$3.26M 0.01% 599