Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$757K Buy
27,660
+16,406
+146% +$449K ﹤0.01% 1517
2025
Q1
$409K Sell
11,254
-6,590
-37% -$240K ﹤0.01% 1748
2024
Q4
$750K Buy
17,844
+9,970
+127% +$419K ﹤0.01% 1581
2024
Q3
$256K Buy
7,874
+1,829
+30% +$59.5K ﹤0.01% 2089
2024
Q2
$231K Buy
6,045
+115
+2% +$4.39K ﹤0.01% 2113
2024
Q1
$263K Buy
+5,930
New +$263K ﹤0.01% 2126
2022
Q1
Sell
-160,000
Closed -$12.8M 2863
2021
Q4
$12.8M Buy
+160,000
New +$12.8M 0.01% 713