Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-50,437
Closed -$481K 2741
2025
Q1
$481K Buy
50,437
+27,906
+124% +$266K 0.02% 1061
2024
Q4
$280K Sell
22,531
-110,663
-83% -$1.38M 0.02% 1277
2024
Q3
$1.3M Buy
133,194
+117,767
+763% +$1.15M 0.09% 311
2024
Q2
$249K Buy
+15,427
New +$249K 0.02% 1083