Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$998K Buy
126,972
+76,499
+152% +$601K 0.01% 962
2025
Q1
$537K Buy
+50,473
New +$537K 0.01% 1041
2024
Q4
Sell
-54,123
Closed -$1.09M 2065
2024
Q3
$1.09M Buy
54,123
+3,417
+7% +$68.7K 0.02% 758
2024
Q2
$960K Buy
50,706
+18,469
+57% +$350K 0.02% 836
2024
Q1
$713K Sell
32,237
-52,452
-62% -$1.16M 0.02% 988
2023
Q4
$1.8M Buy
84,689
+61,574
+266% +$1.31M 0.06% 419
2023
Q3
$466K Buy
+23,115
New +$466K 0.02% 1056