Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$870K Buy
+70,000
New +$870K 0.12% 143
2025
Q1
Sell
-94,721
Closed -$1.38M 191
2024
Q4
$1.38M Sell
94,721
-30,000
-24% -$438K 0.2% 118
2024
Q3
$1.99M Hold
124,721
0.32% 80
2024
Q2
$2.37M Hold
124,721
0.52% 58
2024
Q1
$2.44M Buy
+124,721
New +$2.44M 0.56% 54