Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Buy
+11,564
New +$256K 0.01% 236
2024
Q2
Sell
-115,606
Closed -$3.93M 241
2024
Q1
$3.93M Sell
115,606
-60,873
-34% -$2.07M 0.15% 99
2023
Q4
$6.95M Buy
176,479
+18,629
+12% +$733K 0.29% 66
2023
Q3
$6.03M Buy
157,850
+19,793
+14% +$756K 0.28% 65
2023
Q2
$6.29M Buy
138,057
+4,683
+4% +$214K 0.29% 66
2023
Q1
$5.97M Buy
+133,374
New +$5.97M 0.29% 64