Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$85.5K Buy
+10,453
New +$85.5K ﹤0.01% 1167
2024
Q4
Sell
-84,337
Closed -$1.52M 1981
2024
Q3
$1.52M Sell
84,337
-20,331
-19% -$367K ﹤0.01% 490
2024
Q2
$1.24M Buy
104,668
+52,039
+99% +$617K ﹤0.01% 549
2024
Q1
$694K Buy
+52,629
New +$694K ﹤0.01% 664
2023
Q4
Sell
-140,219
Closed -$1.76M 1964
2023
Q3
$1.76M Buy
140,219
+69,381
+98% +$871K ﹤0.01% 366
2023
Q2
$1.27M Buy
+70,838
New +$1.27M 0.04% 368