Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
41,678
+27,882
+202% +$906K 0.06% 504
2025
Q1
$521K Buy
13,796
+10,770
+356% +$407K 0.03% 1001
2024
Q4
$248K Buy
+3,026
New +$248K 0.02% 1366
2023
Q4
Sell
-4,696
Closed -$239K 1984
2023
Q3
$239K Sell
4,696
-670
-12% -$34.2K 0.04% 899
2023
Q2
$268K Sell
5,366
-4,363
-45% -$218K 0.05% 801
2023
Q1
$365K Buy
+9,729
New +$365K 0.08% 499