Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,081
Closed -$143K 1636
2025
Q1
$143K Buy
+15,081
New +$143K 0.01% 1164
2024
Q4
Hold
0
2212
2024
Q3
Sell
-18,709
Closed -$144K 2234
2024
Q2
$144K Buy
18,709
+6,311
+51% +$48.5K ﹤0.01% 1416
2024
Q1
$113K Sell
12,398
-26,589
-68% -$242K ﹤0.01% 1263
2023
Q4
$427K Buy
38,987
+21,097
+118% +$231K ﹤0.01% 984
2023
Q3
$224K Sell
17,890
-32,262
-64% -$405K ﹤0.01% 1129
2023
Q2
$657K Buy
+50,152
New +$657K 0.02% 568