Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$357K Buy
+227,174
New +$357K 0.03% 1157
2024
Q4
Sell
-445,805
Closed -$1.48M 1688
2024
Q3
$1.48M Buy
445,805
+73,456
+20% +$244K 0.11% 223
2024
Q2
$1.15M Buy
372,349
+328,837
+756% +$1.02M 0.08% 415
2024
Q1
$176K Buy
+43,512
New +$176K 0.01% 1428