Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$717K Buy
+70,239
New +$717K 0.03% 862
2025
Q1
Sell
-71,606
Closed -$562K 2517
2024
Q4
$562K Sell
71,606
-199,201
-74% -$1.56M 0.05% 666
2024
Q3
$853K Buy
270,807
+249,669
+1,181% +$786K 0.06% 498
2024
Q2
$59.8K Buy
+21,138
New +$59.8K 0.01% 1489
2023
Q3
Sell
-16,666
Closed -$487K 1629
2023
Q2
$487K Buy
+16,666
New +$487K 0.09% 384
2022
Q1
Sell
-3,818
Closed -$293K 715
2021
Q4
$293K Buy
+3,818
New +$293K 0.17% 212