Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-22,604
Closed -$1.53M 880
2025
Q1
$1.53M Buy
22,604
+606
+3% +$41K 0.02% 689
2024
Q4
$1.36M Sell
21,998
-677
-3% -$41.9K 0.02% 671
2024
Q3
$1.48M Buy
22,675
+3,450
+18% +$225K 0.02% 623
2024
Q2
$1.03M Buy
19,225
+3,603
+23% +$194K 0.01% 672
2024
Q1
$824K Buy
15,622
+10,894
+230% +$575K 0.01% 709
2023
Q4
$206K Buy
+4,728
New +$206K ﹤0.01% 1054