Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Buy
10,054
+4,254
+73% +$163K 0.02% 779
2025
Q1
$225K Buy
+5,800
New +$225K 0.01% 1101
2024
Q4
Hold
0
1631
2024
Q3
Hold
0
1896
2024
Q2
Hold
0
1757
2024
Q1
Sell
-109,351
Closed -$4.05M 1697
2023
Q4
$4.05M Sell
109,351
-90,034
-45% -$3.34M 0.01% 218
2023
Q3
$7.23M Buy
199,385
+55,654
+39% +$2.02M 0.01% 122
2023
Q2
$5.12M Buy
+143,731
New +$5.12M 0.16% 122