Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.2M Buy
40,398
+36,558
+952% +$1.99M 0.42% 26
2025
Q1
$194K Buy
+3,840
New +$194K 0.03% 88
2024
Q1
Sell
-24,085
Closed -$955K 638
2023
Q4
$955K Buy
24,085
+14,446
+150% +$573K 0.09% 49
2023
Q3
$325K Buy
9,639
+2,270
+31% +$76.5K 0.03% 58
2023
Q2
$246K Buy
+7,369
New +$246K 0.03% 111