Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.2M Buy
468,174
+351,719
+302% +$2.4M ﹤0.01% 165
2025
Q1
$459K Buy
+116,455
New +$459K ﹤0.01% 435
2024
Q4
Hold
0
1016
2024
Q3
Sell
-355,882
Closed -$1.26M 861
2024
Q2
$1.26M Buy
+355,882
New +$1.26M ﹤0.01% 269
2024
Q1
Hold
0
772
2023
Q4
Hold
0
553
2023
Q3
Hold
0
483