Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Buy
+6,424
New +$349K 0.01% 536
2024
Q4
Sell
-66,967
Closed -$4.46M 926
2024
Q3
$4.46M Buy
66,967
+35,054
+110% +$2.33M 0.09% 272
2024
Q2
$2.37M Buy
31,913
+26,144
+453% +$1.94M 0.05% 314
2024
Q1
$575K Buy
+5,769
New +$575K 0.01% 449
2023
Q2
Sell
-31,728
Closed -$1.54M 860
2023
Q1
$1.54M Sell
31,728
-181,169
-85% -$8.82M 0.03% 405
2022
Q4
$9.01M Buy
+212,897
New +$9.01M 0.17% 161
2022
Q3
Sell
-86,527
Closed -$4.71M 811
2022
Q2
$4.71M Buy
+86,527
New +$4.71M 0.21% 128