Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$389K Buy
+5,621
New +$389K 0.06% 391
2025
Q1
Sell
-5,397
Closed -$329K 404
2024
Q4
$329K Sell
5,397
-23,426
-81% -$1.43M 0.1% 316
2024
Q3
$1.18M Buy
28,823
+12,010
+71% +$490K 0.38% 79
2024
Q2
$508K Buy
+16,813
New +$508K 0.38% 104
2024
Q1
Sell
-19,425
Closed -$955K 290
2023
Q4
$955K Buy
+19,425
New +$955K 0.27% 138
2023
Q3
Sell
-52,796
Closed -$809K 453
2023
Q2
$809K Buy
+52,796
New +$809K 0.43% 69
2023
Q1
Sell
-20,145
Closed -$195K 364
2022
Q4
$195K Buy
+20,145
New +$195K 0.42% 141