Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Sell
50,000
-77,961
-61% -$2.18M 0.05% 40
2025
Q1
$3.37M Sell
127,961
-82,325
-39% -$2.17M 0.36% 23
2024
Q4
$5.38M Buy
+210,286
New +$5.38M 0.36% 31
2024
Q3
Sell
-188,425
Closed -$3.16M 87
2024
Q2
$3.16M Sell
188,425
-116,160
-38% -$1.95M 0.24% 45
2024
Q1
$4.93M Buy
+304,585
New +$4.93M 0.39% 40