Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$330K Buy
+1,582
New +$330K 0.01% 861
2025
Q1
Sell
-1,854
Closed -$382K 1366
2024
Q4
$382K Sell
1,854
-1,726
-48% -$356K 0.02% 735
2024
Q3
$630K Buy
3,580
+2,352
+192% +$414K ﹤0.01% 931
2024
Q2
$200K Sell
1,228
-7,765
-86% -$1.27M ﹤0.01% 1384
2024
Q1
$1.34M Sell
8,993
-10,382
-54% -$1.55M ﹤0.01% 455
2023
Q4
$2.49M Buy
+19,375
New +$2.49M ﹤0.01% 336
2023
Q3
Hold
0
1619