Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,399
Closed -$1.52M 3091
2025
Q1
$1.52M Buy
17,399
+13,946
+404% +$1.22M 0.08% 354
2024
Q4
$346K Sell
3,453
-2,523
-42% -$253K 0.03% 1087
2024
Q3
$508K Buy
5,976
+2,839
+91% +$241K 0.04% 801
2024
Q2
$257K Sell
3,137
-1,159
-27% -$95.1K 0.02% 1059
2024
Q1
$297K Sell
4,296
-3,899
-48% -$269K 0.04% 869
2023
Q4
$428K Sell
8,195
-2,475
-23% -$129K 0.09% 355
2023
Q3
$448K Buy
+10,670
New +$448K 0.08% 464