Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$706K Buy
25,133
+10,701
+74% +$301K 0.01% 551
2025
Q1
$521K Buy
+14,432
New +$521K 0.02% 636
2024
Q4
Sell
-31,033
Closed -$1M 1344
2024
Q3
$1M Buy
31,033
+5,719
+23% +$185K 0.02% 489
2024
Q2
$983K Buy
+25,314
New +$983K 0.02% 505
2023
Q3
Sell
-5,444
Closed -$238K 1246
2023
Q2
$238K Buy
+5,444
New +$238K 0.01% 876