Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298K Buy
+21,300
New +$298K ﹤0.01% 2189
2025
Q1
Sell
-617,366
Closed -$4.73M 2788
2024
Q4
$4.73M Buy
617,366
+440,582
+249% +$3.37M 0.01% 1006
2024
Q3
$836K Buy
176,784
+5,466
+3% +$25.9K ﹤0.01% 1591
2024
Q2
$581K Buy
171,318
+33,347
+24% +$113K ﹤0.01% 1727
2024
Q1
$345K Sell
137,971
-146,786
-52% -$367K ﹤0.01% 1810
2023
Q4
$1.46M Buy
+284,757
New +$1.46M ﹤0.01% 1118