Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
11,638
+1,169
+11% +$105K 0.01% 723
2025
Q1
$794K Buy
10,469
+5,242
+100% +$398K 0.01% 815
2024
Q4
$404K Buy
5,227
+517
+11% +$40K 0.01% 1054
2024
Q3
$344K Sell
4,710
-64,107
-93% -$4.68M 0.01% 1089
2024
Q2
$4.15M Buy
68,817
+64,704
+1,573% +$3.9M 0.11% 177
2024
Q1
$260K Sell
4,113
-224,644
-98% -$14.2M 0.01% 1099
2023
Q4
$13.3M Buy
228,757
+23,836
+12% +$1.39M 0.33% 82
2023
Q3
$9.96M Buy
+204,921
New +$9.96M 0.31% 94