Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Buy
4,442
+507
+13% +$26.1K ﹤0.01% 294
2025
Q1
$211K Buy
+3,935
New +$211K ﹤0.01% 297
2024
Q3
Sell
-203,935
Closed -$8.69M 309
2024
Q2
$8.69M Buy
203,935
+25,545
+14% +$1.09M 0.18% 93
2024
Q1
$7.41M Buy
178,390
+100,000
+128% +$4.16M 0.16% 98
2023
Q4
$2.88M Buy
+78,390
New +$2.88M 0.06% 118