Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.63M Buy
38,012
+20,708
+120% +$890K ﹤0.01% 1731
2025
Q1
$382K Sell
17,304
-12,733
-42% -$281K ﹤0.01% 2240
2024
Q4
$1.25M Buy
+30,037
New +$1.25M ﹤0.01% 1847
2023
Q4
Sell
-27,416
Closed -$408K 2644
2023
Q3
$408K Sell
27,416
-14,053
-34% -$209K ﹤0.01% 2192
2023
Q2
$561K Buy
+41,469
New +$561K ﹤0.01% 2086