Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$126K Buy
+13,208
New +$126K ﹤0.01% 908
2024
Q1
Sell
-109,289
Closed -$1.97M 584
2023
Q4
$1.97M Sell
109,289
-479,285
-81% -$8.66M 0.02% 375
2023
Q3
$10.4M Buy
588,574
+74,972
+15% +$1.32M 0.12% 219
2023
Q2
$10M Buy
513,602
+478,012
+1,343% +$9.33M 0.12% 207
2023
Q1
$691K Buy
+35,590
New +$691K 0.01% 502