Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
+141,743
New +$1.3M 0.05% 281
2025
Q1
Sell
-10,424
Closed -$98.1K 563
2024
Q4
$98.1K Hold
10,424
0.02% 320
2024
Q3
$118K Sell
10,424
-19,384
-65% -$220K 0.01% 488
2024
Q2
$292K Sell
29,808
-29,062
-49% -$284K 0.01% 956
2024
Q1
$560K Buy
+58,870
New +$560K 0.01% 688