Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$657K Buy
97,082
+41,079
+73% +$278K 0.03% 921
2025
Q1
$288K Buy
56,003
+3,326
+6% +$17.1K 0.01% 1438
2024
Q4
$300K Buy
+52,677
New +$300K 0.02% 1209
2024
Q2
Sell
-34,612
Closed -$165K 1965
2024
Q1
$165K Buy
34,612
+20,827
+151% +$99.1K 0.02% 1234
2023
Q4
$90.8K Sell
13,785
-7,185
-34% -$47.3K 0.02% 1139
2023
Q3
$195K Buy
+20,970
New +$195K 0.03% 1025