Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
18,587
-15,297
-45% -$1.1M 0.06% 507
2025
Q1
$2.72M Buy
33,884
+26,986
+391% +$2.17M 0.14% 143
2024
Q4
$568K Buy
+6,898
New +$568K 0.05% 654
2024
Q3
Sell
-7,250
Closed -$510K 2515
2024
Q2
$510K Buy
+7,250
New +$510K 0.04% 651
2024
Q1
Sell
-8,484
Closed -$565K 2241
2023
Q4
$565K Buy
8,484
+4,204
+98% +$280K 0.12% 194
2023
Q3
$291K Sell
4,280
-854
-17% -$58K 0.05% 753
2023
Q2
$350K Buy
+5,134
New +$350K 0.06% 608