Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
31,713
+10,938
+53% +$420K 0.01% 698
2025
Q1
$805K Buy
+20,775
New +$805K 0.01% 735
2024
Q2
Sell
-5,302
Closed -$231K 925
2024
Q1
$231K Buy
+5,302
New +$231K 0.01% 782
2022
Q3
Sell
-6,610
Closed -$360K 599
2022
Q2
$360K Buy
6,610
+2,248
+52% +$122K 0.01% 406
2022
Q1
$238K Buy
+4,362
New +$238K 0.01% 336