Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-82,700
Closed -$1.58M 2254
2025
Q1
$1.58M Sell
82,700
-1,526
-2% -$29.1K 0.01% 1068
2024
Q4
$2.01M Buy
84,226
+6,291
+8% +$150K 0.01% 1022
2024
Q3
$2.18M Buy
77,935
+10,265
+15% +$287K 0.01% 999
2024
Q2
$1.77M Buy
+67,670
New +$1.77M 0.01% 1061