Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Buy
+11,225
New +$103K ﹤0.01% 1402
2024
Q3
Sell
-89,707
Closed -$877K 1264
2024
Q2
$877K Sell
89,707
-44,379
-33% -$434K ﹤0.01% 651
2024
Q1
$1.28M Buy
134,086
+123,211
+1,133% +$1.17M 0.01% 519
2023
Q4
$105K Sell
10,875
-3,829
-26% -$36.9K ﹤0.01% 1136
2023
Q3
$135K Sell
14,704
-180,544
-92% -$1.65M ﹤0.01% 984
2023
Q2
$1.95M Buy
+195,248
New +$1.95M 0.01% 350
2022
Q3
Sell
-70,483
Closed -$876K 832
2022
Q2
$876K Buy
+70,483
New +$876K 0.01% 336