Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$728K Buy
+74,953
New +$728K 0.04% 374
2024
Q4
Sell
-217,881
Closed -$2.54M 776
2024
Q3
$2.54M Buy
217,881
+98,813
+83% +$1.15M 0.12% 187
2024
Q2
$1.33M Buy
119,068
+106,403
+840% +$1.19M 0.07% 286
2024
Q1
$154K Buy
+12,665
New +$154K 0.01% 641
2020
Q3
Sell
-11,599
Closed -$120K 320
2020
Q2
$120K Buy
+11,599
New +$120K 0.04% 265