Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$742K Buy
14,148
+5,755
+69% +$302K 0.13% 133
2025
Q1
$398K Buy
+8,393
New +$398K 0.1% 133
2024
Q3
Sell
-12,680
Closed -$526K 135
2024
Q2
$526K Buy
12,680
+1,930
+18% +$80K 0.11% 123
2024
Q1
$481K Sell
10,750
-1,230
-10% -$55K 0.11% 116
2023
Q4
$517K Buy
+11,980
New +$517K 0.14% 96
2022
Q4
Sell
-19,300
Closed -$537K 183
2022
Q3
$537K Sell
19,300
-28,760
-60% -$800K 0.14% 118
2022
Q2
$1.15M Buy
+48,060
New +$1.15M 0.35% 54