Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$160K Buy
+10,451
New +$160K ﹤0.01% 1529
2024
Q4
Sell
-59,250
Closed -$1.51M 1475
2024
Q3
$1.51M Buy
59,250
+17,554
+42% +$448K 0.04% 490
2024
Q2
$1.22M Buy
41,696
+30,099
+260% +$880K 0.03% 520
2024
Q1
$441K Buy
11,597
+2,345
+25% +$89.2K 0.01% 868
2023
Q4
$720K Buy
+9,252
New +$720K 0.02% 656