Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$420K Buy
+20,916
New +$420K 0.14% 259
2024
Q3
Sell
-38,074
Closed -$1.8M 559
2024
Q2
$1.8M Buy
38,074
+32,374
+568% +$1.53M 0.42% 66
2024
Q1
$335K Buy
+5,700
New +$335K 0.08% 404