Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-23,409
Closed -$342K 652
2025
Q1
$342K Buy
+23,409
New +$342K 0.06% 355
2024
Q2
Sell
-73,202
Closed -$1.38M 438
2024
Q1
$1.38M Buy
73,202
+60,840
+492% +$1.15M 0.6% 49
2023
Q4
$241K Buy
+12,362
New +$241K 0.09% 208