Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$861K Buy
16,530
+11,600
+235% +$604K 0.01% 460
2025
Q1
$298K Buy
+4,930
New +$298K 0.01% 915
2024
Q3
Sell
-17,074
Closed -$1.18M 1630
2024
Q2
$1.18M Sell
17,074
-4,924
-22% -$341K 0.02% 441
2024
Q1
$1.76M Buy
21,998
+16,409
+294% +$1.31M 0.04% 216
2023
Q4
$612K Buy
+5,589
New +$612K 0.01% 504
2023
Q3
Sell
-2,052
Closed -$279K 1268
2023
Q2
$279K Buy
+2,052
New +$279K 0.01% 790