Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-36,999
Closed -$392K 3019
2025
Q1
$392K Buy
36,999
+20,720
+127% +$220K 0.02% 1206
2024
Q4
$287K Buy
+16,279
New +$287K 0.02% 1246
2024
Q1
Sell
-24,889
Closed -$168K 2233
2023
Q4
$168K Sell
24,889
-5,037
-17% -$34.1K 0.04% 1015
2023
Q3
$201K Buy
29,926
+16,871
+129% +$113K 0.03% 1016
2023
Q2
$150K Buy
+13,055
New +$150K 0.03% 1092