Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
54,518
+29,621
+119% +$556K 0.04% 649
2025
Q1
$518K Buy
+24,897
New +$518K 0.03% 1008
2024
Q4
Sell
-14,515
Closed -$194K 2814
2024
Q3
$194K Buy
14,515
+563
+4% +$7.54K 0.01% 1451
2024
Q2
$169K Buy
13,952
+3,968
+40% +$48.1K 0.01% 1297
2024
Q1
$207K Sell
9,984
-19,118
-66% -$397K 0.03% 1144
2023
Q4
$565K Buy
+29,102
New +$565K 0.12% 193