Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$608K Buy
+34,023
New +$608K 2.2% 15
2024
Q3
Sell
-25,900
Closed -$190K 100
2024
Q2
$190K Sell
25,900
-50,600
-66% -$371K 0.44% 30
2024
Q1
$588K Buy
76,500
+69,500
+993% +$534K 3.23% 12
2023
Q4
$102K Buy
+7,000
New +$102K 0.37% 36