Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$996K Buy
11,135
+7,547
+210% +$675K 0.09% 247
2025
Q1
$272K Buy
+3,588
New +$272K 0.03% 378
2024
Q2
Sell
-9,144
Closed -$577K 599
2024
Q1
$577K Sell
9,144
-13,280
-59% -$838K 0.07% 310
2023
Q4
$1.3M Sell
22,424
-14,585
-39% -$848K 0.23% 150
2023
Q3
$1.8M Buy
+37,009
New +$1.8M 0.41% 62
2020
Q3
Sell
-5,073
Closed -$202K 572
2020
Q2
$202K Buy
+5,073
New +$202K 0.01% 339