Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$307K Buy
+6,396
New +$307K ﹤0.01% 1398
2024
Q4
Sell
-29,307
Closed -$1.91M 1829
2024
Q3
$1.91M Buy
+29,307
New +$1.91M 0.04% 533
2023
Q4
Sell
-40,492
Closed -$2.39M 1993
2023
Q3
$2.39M Buy
40,492
+26,697
+194% +$1.57M 0.09% 307
2023
Q2
$898K Buy
+13,795
New +$898K 0.03% 732