Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Buy
+784
New +$249K 0.1% 60
2024
Q4
Sell
-6,739
Closed -$1.76M 79
2024
Q3
$1.76M Sell
6,739
-2,158
-24% -$565K 0.85% 31
2024
Q2
$1.76M Buy
8,897
+4,632
+109% +$917K 0.89% 32
2024
Q1
$750K Buy
+4,265
New +$750K 0.41% 44
2022
Q2
Sell
-2,565
Closed -$886K 70
2022
Q1
$886K Buy
+2,565
New +$886K 0.36% 59