Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$780K Buy
14,870
+7,988
+116% +$419K ﹤0.01% 2017
2025
Q1
$326K Buy
6,882
+1,787
+35% +$84.8K ﹤0.01% 2306
2024
Q4
$320K Sell
5,095
-5,614
-52% -$353K ﹤0.01% 2339
2024
Q3
$616K Buy
10,709
+2,573
+32% +$148K ﹤0.01% 2108
2024
Q2
$337K Buy
+8,136
New +$337K ﹤0.01% 2296
2023
Q4
Sell
-51,636
Closed -$1.56M 2678
2023
Q3
$1.56M Buy
+51,636
New +$1.56M ﹤0.01% 1704