Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$688K Buy
+16,488
New +$688K 0.22% 143
2025
Q1
Sell
-22,132
Closed -$1.08M 552
2024
Q4
$1.08M Buy
22,132
+18,649
+535% +$907K 0.48% 48
2024
Q3
$230K Sell
3,483
-21,901
-86% -$1.44M 0.07% 369
2024
Q2
$1.46M Buy
25,384
+14,184
+127% +$816K 0.34% 100
2024
Q1
$713K Buy
11,200
+4,500
+67% +$287K 0.17% 203
2023
Q4
$422K Buy
+6,700
New +$422K 0.11% 303
2023
Q3
Sell
-5,819
Closed -$607K 516
2023
Q2
$607K Buy
+5,819
New +$607K 0.75% 12