Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$371K Buy
+2,177
New +$371K ﹤0.01% 1329
2025
Q1
Sell
-45,832
Closed -$6.24M 1861
2024
Q4
$6.24M Buy
+45,832
New +$6.24M 0.13% 204
2023
Q4
Sell
-12,894
Closed -$928K 2061
2023
Q3
$928K Buy
12,894
+10,372
+411% +$746K 0.03% 702
2023
Q2
$298K Buy
+2,522
New +$298K 0.01% 1310
2022
Q4
Sell
-3,965
Closed -$251K 1867
2022
Q3
$251K Buy
+3,965
New +$251K 0.01% 1238
2021
Q3
Sell
-3,114
Closed -$331K 1359
2021
Q2
$331K Buy
+3,114
New +$331K 0.03% 628