Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
+20,807
New +$1.01M 0.02% 394
2024
Q1
Sell
-11,668
Closed -$580K 1705
2023
Q4
$580K Buy
11,668
+6,099
+110% +$303K 0.01% 528
2023
Q3
$299K Sell
5,569
-4,439
-44% -$238K 0.01% 765
2023
Q2
$539K Buy
+10,008
New +$539K 0.01% 491
2022
Q1
Hold
0
1292
2021
Q4
Hold
0
1076