Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75M Buy
55,558
+23,591
+74% +$743K ﹤0.01% 2261
2025
Q1
$575K Buy
31,967
+13,207
+70% +$238K ﹤0.01% 3757
2024
Q4
$645K Sell
18,760
-7,768
-29% -$267K ﹤0.01% 3561
2024
Q3
$591K Buy
26,528
+15,202
+134% +$339K ﹤0.01% 4097
2024
Q2
$158K Buy
+11,326
New +$158K ﹤0.01% 5497
2023
Q4
Sell
-10,270
Closed -$100K 5919
2023
Q3
$100K Sell
10,270
-38,139
-79% -$373K ﹤0.01% 4625
2023
Q2
$353K Buy
+48,409
New +$353K ﹤0.01% 4108