Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.63M Buy
+15,000
New +$1.63M 0.03% 228
2024
Q1
Sell
-6,134
Closed -$506K 1500
2023
Q4
$506K Sell
6,134
-251
-4% -$20.7K 0.01% 580
2023
Q3
$408K Sell
6,385
-218
-3% -$13.9K 0.01% 656
2023
Q2
$457K Buy
6,603
+1,452
+28% +$100K 0.01% 551
2023
Q1
$298K Buy
+5,151
New +$298K 0.01% 695