Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$880K Buy
5,571
+3,423
+159% +$541K 0.61% 59
2025
Q1
$236K Buy
+2,148
New +$236K 0.22% 92
2024
Q3
Sell
-20,124
Closed -$2.49M 108
2024
Q2
$2.49M Buy
20,124
+13,114
+187% +$1.62M 1.17% 24
2024
Q1
$633K Buy
+7,010
New +$633K 0.26% 82
2023
Q4
Sell
-19,620
Closed -$853K 119
2023
Q3
$853K Sell
19,620
-22,000
-53% -$957K 0.41% 64
2023
Q2
$1.76M Buy
+41,620
New +$1.76M 0.67% 48