Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,455
Closed -$255K 662
2025
Q1
$255K Buy
20,455
+1,068
+6% +$13.3K 0.03% 420
2024
Q4
$258K Sell
19,387
-267,385
-93% -$3.56M 0.03% 321
2024
Q3
$3.22M Buy
+286,772
New +$3.22M 0.38% 79
2022
Q2
Sell
-17,139
Closed -$891K 650
2022
Q1
$891K Buy
+17,139
New +$891K 0.16% 177