Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$628K Buy
2,715
+1,528
+129% +$354K 0.01% 928
2025
Q1
$259K Buy
+1,187
New +$259K ﹤0.01% 1326
2024
Q4
Sell
-8,896
Closed -$1.48M 1523
2024
Q3
$1.48M Buy
8,896
+2,629
+42% +$438K 0.04% 499
2024
Q2
$896K Buy
6,267
+1,671
+36% +$239K 0.02% 629
2024
Q1
$915K Buy
4,596
+605
+15% +$120K 0.02% 607
2023
Q4
$825K Buy
3,991
+3,008
+306% +$622K 0.02% 612
2023
Q3
$255K Buy
+983
New +$255K 0.01% 998