Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Buy
+17,586
New +$399K ﹤0.01% 1300
2025
Q1
Sell
-118,784
Closed -$2.12M 1753
2024
Q4
$2.12M Buy
118,784
+48,150
+68% +$859K 0.04% 486
2024
Q3
$843K Sell
70,634
-31,898
-31% -$381K 0.02% 862
2024
Q2
$1.25M Buy
102,532
+20,682
+25% +$253K 0.03% 717
2024
Q1
$829K Buy
81,850
+11,626
+17% +$118K 0.02% 897
2023
Q4
$617K Buy
+70,224
New +$617K 0.02% 945