Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-28,378
Closed -$1.86M 2016
2025
Q1
$1.86M Buy
28,378
+22,687
+399% +$1.49M 0.2% 118
2024
Q4
$369K Sell
5,691
-28,676
-83% -$1.86M 0.05% 608
2024
Q3
$2.21M Buy
34,367
+24,523
+249% +$1.57M 0.2% 114
2024
Q2
$614K Buy
9,844
+1,478
+18% +$92.2K 0.08% 390
2024
Q1
$499K Buy
+8,366
New +$499K 0.09% 370