Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$853K Buy
12,439
+3,064
+33% +$210K 0.01% 1136
2025
Q1
$606K Sell
9,375
-69,788
-88% -$4.51M 0.01% 1151
2024
Q4
$8.37M Buy
79,163
+71,603
+947% +$7.57M 0.12% 210
2024
Q3
$762K Sell
7,560
-57,185
-88% -$5.77M 0.01% 981
2024
Q2
$6.85M Buy
+64,745
New +$6.85M 0.12% 220
2022
Q3
Sell
-68,254
Closed -$3.88M 367
2022
Q2
$3.88M Buy
+68,254
New +$3.88M 0.5% 68