Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$923K Buy
16,964
+12,034
+244% +$654K 0.03% 183
2025
Q1
$286K Buy
+4,930
New +$286K 0.01% 324
2024
Q4
Sell
-37,493
Closed -$2.5M 1461
2024
Q3
$2.5M Buy
37,493
+4,674
+14% +$311K 0.08% 109
2024
Q2
$2.43M Buy
32,819
+30,248
+1,177% +$2.24M 0.09% 107
2024
Q1
$256K Buy
+2,571
New +$256K 0.01% 438