Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$997K Buy
108,525
+92,381
+572% +$849K 0.01% 792
2025
Q1
$157K Buy
16,144
+2,686
+20% +$26.1K ﹤0.01% 1327
2024
Q4
$127K Buy
+13,458
New +$127K ﹤0.01% 1120
2024
Q3
Sell
-20,366
Closed -$199K 832
2024
Q2
$199K Buy
+20,366
New +$199K ﹤0.01% 866
2024
Q1
Sell
-16,156
Closed -$156K 863
2023
Q4
$156K Buy
+16,156
New +$156K ﹤0.01% 746
2023
Q3
Sell
-19,808
Closed -$198K 739
2023
Q2
$198K Buy
19,808
+6,407
+48% +$63.9K 0.01% 700
2023
Q1
$153K Buy
13,401
+276
+2% +$3.14K 0.01% 594
2022
Q4
$156K Buy
+13,125
New +$156K 0.01% 637