Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
104,824
+84,256
+410% +$1.13M 0.02% 275
2025
Q1
$268K Buy
+20,568
New +$268K 0.01% 968
2024
Q3
Sell
-86,827
Closed -$933K 2010
2024
Q2
$933K Buy
+86,827
New +$933K 0.02% 527
2024
Q1
Sell
-27,931
Closed -$415K 1753
2023
Q4
$415K Sell
27,931
-50,873
-65% -$756K 0.01% 652
2023
Q3
$895K Buy
78,804
+50,952
+183% +$579K 0.02% 392
2023
Q2
$260K Buy
+27,852
New +$260K 0.01% 827
2020
Q2
Sell
-11,302
Closed -$73K 588
2020
Q1
$73K Buy
+11,302
New +$73K ﹤0.01% 310