Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$538K Sell
6,231
-14,599
-70% -$1.26M 0.03% 577
2025
Q1
$1.08M Sell
20,830
-30,086
-59% -$1.57M 0.07% 343
2024
Q4
$2.8M Sell
50,916
-65,553
-56% -$3.61M 0.19% 132
2024
Q3
$7.79M Buy
116,469
+83,984
+259% +$5.62M 0.55% 27
2024
Q2
$1.8M Buy
32,485
+18,842
+138% +$1.04M 0.12% 134
2024
Q1
$698K Buy
13,643
+5,414
+66% +$277K 0.05% 417
2023
Q4
$374K Sell
8,229
-1,992
-19% -$90.6K 0.03% 461
2023
Q3
$421K Sell
10,221
-333
-3% -$13.7K 0.03% 331
2023
Q2
$467K Buy
+10,554
New +$467K 0.04% 349
2019
Q3
Sell
-13,875
Closed -$350K 1523
2019
Q2
$350K Sell
13,875
-4,487
-24% -$113K 0.01% 824
2019
Q1
$470K Buy
+18,362
New +$470K 0.01% 606
2017
Q2
Sell
-24,899
Closed -$447K 601
2017
Q1
$447K Buy
+24,899
New +$447K 0.01% 404