Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$899K Buy
9,793
+1,341
+16% +$123K 0.06% 531
2025
Q1
$744K Buy
+8,452
New +$744K 0.07% 528
2024
Q4
Sell
-18,220
Closed -$1.69M 1671
2024
Q3
$1.69M Buy
18,220
+13,479
+284% +$1.25M 0.13% 179
2024
Q2
$355K Sell
4,741
-17,644
-79% -$1.32M 0.02% 1172
2024
Q1
$1.93M Sell
22,385
-61,926
-73% -$5.34M 0.15% 134
2023
Q4
$5.83M Buy
84,311
+57,440
+214% +$3.97M 0.49% 2
2023
Q3
$1.47M Buy
+26,871
New +$1.47M 0.13% 213