Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$466K Buy
66,229
+5,395
+9% +$37.9K ﹤0.01% 3524
2025
Q1
$472K Buy
60,834
+48,893
+409% +$379K ﹤0.01% 3478
2024
Q4
$98.3K Buy
+11,941
New +$98.3K ﹤0.01% 3929
2024
Q1
Sell
-59,500
Closed -$876K 3959
2023
Q4
$876K Buy
+59,500
New +$876K ﹤0.01% 3239
2023
Q3
Sell
-108,263
Closed -$1.16M 3976
2023
Q2
$1.16M Buy
108,263
+68,964
+175% +$740K ﹤0.01% 3104
2023
Q1
$347K Buy
+39,299
New +$347K ﹤0.01% 3561
2022
Q1
Sell
-602,829
Closed -$11.8M 4020
2021
Q4
$11.8M Buy
+602,829
New +$11.8M ﹤0.01% 1857