Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$876K Buy
5,415
+3,427
+172% +$554K ﹤0.01% 1644
2025
Q1
$212K Sell
1,988
-2,096
-51% -$224K ﹤0.01% 2311
2024
Q4
$504K Buy
+4,084
New +$504K ﹤0.01% 1856
2024
Q1
Sell
-13,580
Closed -$1.02M 2606
2023
Q4
$1.02M Sell
13,580
-13,108
-49% -$985K ﹤0.01% 1574
2023
Q3
$1.43M Buy
+26,688
New +$1.43M ﹤0.01% 1399