Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$495K Buy
+20,401
New +$495K ﹤0.01% 1612
2024
Q2
Sell
-151,911
Closed -$1.21M 2060
2024
Q1
$1.21M Buy
151,911
+45,289
+42% +$360K ﹤0.01% 1360
2023
Q4
$818K Buy
+106,622
New +$818K ﹤0.01% 1407
2023
Q3
Hold
0
1628
2023
Q1
Sell
-36,418
Closed -$314K 2145
2022
Q4
$314K Buy
36,418
+8,750
+32% +$75.5K ﹤0.01% 1631
2022
Q3
$267K Buy
+27,668
New +$267K ﹤0.01% 1661