Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-79,694
Closed -$2.21M 679
2025
Q1
$2.21M Buy
79,694
+13,580
+21% +$376K 0.01% 455
2024
Q4
$2.16M Sell
66,114
-21,144
-24% -$690K 0.01% 484
2024
Q3
$3.13M Buy
87,258
+16,948
+24% +$608K 0.02% 411
2024
Q2
$2.46M Sell
70,310
-8,780
-11% -$307K 0.01% 365
2024
Q1
$2.39M Buy
+79,090
New +$2.39M 0.01% 408
2023
Q2
Sell
-19,338
Closed -$568K 713
2023
Q1
$568K Buy
19,338
+160
+0.8% +$4.7K ﹤0.01% 653
2022
Q4
$515K Buy
+19,178
New +$515K ﹤0.01% 673