Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Hold
2,272
0.01% 880
2025
Q1
$291K Buy
+2,272
New +$291K 0.01% 854
2024
Q3
Sell
-8,869
Closed -$1.45M 1194
2024
Q2
$1.45M Buy
+8,869
New +$1.45M 0.05% 335
2024
Q1
Sell
-2,668
Closed -$449K 1270
2023
Q4
$449K Hold
2,668
0.02% 702
2023
Q3
$383K Buy
+2,668
New +$383K 0.01% 730