Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$740K Sell
10,410
-21,965
-68% -$1.56M 0.05% 132
2025
Q1
$2.06M Buy
32,375
+25,075
+343% +$1.59M 0.18% 75
2024
Q4
$552K Buy
7,300
+300
+4% +$22.7K 0.05% 138
2024
Q3
$619K Buy
7,000
+6,624
+1,762% +$586K 0.06% 133
2024
Q2
$28.3K Sell
376
-5,904
-94% -$445K ﹤0.01% 327
2024
Q1
$590K Buy
6,280
+4,608
+276% +$433K 0.1% 108
2023
Q4
$182K Sell
1,672
-112
-6% -$12.2K 0.03% 163
2023
Q3
$171K Sell
1,784
-3,150
-64% -$301K 0.03% 158
2023
Q2
$545K Buy
4,934
+3,530
+251% +$390K 0.13% 86
2023
Q1
$172K Sell
1,404
-389
-22% -$47.7K 0.04% 141
2022
Q4
$210K Buy
+1,793
New +$210K 0.05% 155