Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,831
Closed -$2.32M 2009
2025
Q1
$2.32M Buy
20,831
+9,969
+92% +$1.11M 0.25% 68
2024
Q4
$1.12M Buy
10,862
+10,848
+77,486% +$1.12M 0.15% 204
2024
Q3
$1.57K Buy
+14
New +$1.57K ﹤0.01% 1600
2024
Q2
Sell
-14
Closed -$1.2K 1559
2024
Q1
$1.2K Sell
14
-4,191
-100% -$360K ﹤0.01% 1304
2023
Q4
$347K Buy
+4,205
New +$347K 0.07% 474