Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$608K Hold
7,839
﹤0.01% 155
2025
Q1
$580K Hold
7,839
﹤0.01% 153
2024
Q4
$640K Buy
+7,839
New +$640K ﹤0.01% 147
2024
Q2
Sell
-73,416
Closed -$4.75M 183
2024
Q1
$4.75M Buy
73,416
+26,476
+56% +$1.71M 0.03% 152
2023
Q4
$3.38M Buy
+46,940
New +$3.38M 0.02% 157