Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$578K Buy
3,196
+1,495
+88% +$271K 0.01% 1171
2025
Q1
$295K Buy
+1,701
New +$295K ﹤0.01% 1283
2024
Q3
Sell
-2,632
Closed -$440K 1935
2024
Q2
$440K Sell
2,632
-3,135
-54% -$524K 0.01% 1179
2024
Q1
$921K Sell
5,767
-715
-11% -$114K 0.02% 846
2023
Q4
$938K Buy
+6,482
New +$938K 0.03% 749
2023
Q1
Sell
-11,500
Closed -$1.01M 1873
2022
Q4
$1.01M Buy
11,500
+7,918
+221% +$695K 0.05% 482
2022
Q3
$252K Buy
+3,582
New +$252K 0.01% 1235