Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$834K Buy
3,667
+2,733
+293% +$621K 0.08% 377
2025
Q1
$228K Buy
934
+675
+261% +$165K 0.02% 920
2024
Q4
$72.9K Sell
259
-191
-42% -$53.7K 0.01% 1195
2024
Q3
$123K Buy
+450
New +$123K 0.01% 1238
2024
Q2
Sell
-2
Closed -$579 1678
2024
Q1
$579 Sell
2
-1,054
-100% -$305K ﹤0.01% 1475
2023
Q4
$267K Buy
+1,056
New +$267K 0.06% 560