Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$555K Buy
45,070
+5,737
+15% +$70.7K 0.02% 1014
2025
Q1
$242K Buy
39,333
+27,562
+234% +$170K 0.01% 1566
2024
Q4
$95.3K Buy
+11,771
New +$95.3K 0.01% 1769
2023
Q4
Sell
-15,412
Closed -$57K 1680
2023
Q3
$57K Buy
+15,412
New +$57K 0.01% 1261
2022
Q4
Sell
-74,538
Closed -$211K 1190
2022
Q3
$211K Buy
74,538
+62,438
+516% +$177K 0.05% 748
2022
Q2
$49K Buy
+12,100
New +$49K 0.02% 746