Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$705K Buy
+6,677
New +$705K ﹤0.01% 1285
2024
Q3
Sell
-54,276
Closed -$4.49M 1997
2024
Q2
$4.49M Sell
54,276
-48,373
-47% -$4M ﹤0.01% 983
2024
Q1
$6.98M Buy
102,649
+19,209
+23% +$1.31M ﹤0.01% 903
2023
Q4
$4.2M Buy
83,440
+78,046
+1,447% +$3.93M ﹤0.01% 1022
2023
Q3
$214K Sell
5,394
-353
-6% -$14K ﹤0.01% 1577
2023
Q2
$235K Sell
5,747
-1,139
-17% -$46.6K ﹤0.01% 1563
2023
Q1
$153K Buy
+6,886
New +$153K ﹤0.01% 1640