Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
347
2025
Q1
Sell
-4,528
Closed -$496K 351
2024
Q4
$496K Sell
4,528
-1,779
-28% -$195K 0.01% 263
2024
Q3
$913K Buy
6,307
+3,450
+121% +$500K 0.03% 208
2024
Q2
$417K Buy
2,857
+1,356
+90% +$198K 0.01% 255
2024
Q1
$216K Buy
+1,501
New +$216K 0.01% 249
2023
Q3
Sell
-15,556
Closed -$1.75M 254
2023
Q2
$1.75M Buy
+15,556
New +$1.75M 0.06% 140