Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Buy
+3,643
New +$316K ﹤0.01% 1373
2024
Q3
Sell
-20,837
Closed -$1.74M 1590
2024
Q2
$1.74M Buy
20,837
+17,379
+503% +$1.45M 0.03% 605
2024
Q1
$297K Buy
+3,458
New +$297K 0.01% 1455
2023
Q3
Sell
-12,726
Closed -$964K 1783
2023
Q2
$964K Buy
+12,726
New +$964K 0.04% 692
2023
Q1
Sell
-3,701
Closed -$201K 1520
2022
Q4
$201K Sell
3,701
-2,199
-37% -$119K 0.01% 1286
2022
Q3
$337K Buy
+5,900
New +$337K 0.01% 1086