Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$738K Buy
+8,400
New +$738K 0.06% 373
2025
Q1
Sell
-25,525
Closed -$1.9M 945
2024
Q4
$1.9M Buy
25,525
+18,520
+264% +$1.38M 0.2% 154
2024
Q3
$523K Sell
7,005
-15,870
-69% -$1.18M 0.05% 426
2024
Q2
$1.37M Buy
+22,875
New +$1.37M 0.15% 201