Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$423K Buy
+5,902
New +$423K ﹤0.01% 1282
2024
Q4
Sell
-4,012
Closed -$270K 1675
2024
Q3
$270K Buy
+4,012
New +$270K 0.01% 1352
2024
Q2
Sell
-17,265
Closed -$1.36M 1836
2024
Q1
$1.36M Sell
17,265
-8,381
-33% -$658K 0.04% 623
2023
Q4
$1.61M Buy
+25,646
New +$1.61M 0.05% 480
2023
Q3
Sell
-8,588
Closed -$458K 1870
2023
Q2
$458K Buy
+8,588
New +$458K 0.02% 1081
2022
Q4
Sell
-24,714
Closed -$1.06M 1604
2022
Q3
$1.06M Buy
+24,714
New +$1.06M 0.04% 596