Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Buy
+900
New +$204K 0.67% 14
2024
Q3
Sell
-44,875
Closed -$7.8M 58
2024
Q2
$7.8M Buy
+44,875
New +$7.8M 1.01% 27
2023
Q1
Sell
-38,101
Closed -$2.84M 37
2022
Q4
$2.84M Sell
38,101
-90,080
-70% -$6.71M 1.02% 21
2022
Q3
$8.79M Buy
+128,181
New +$8.79M 3.14% 11