Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$875K Buy
67,304
+45,900
+214% +$597K 0.04% 746
2025
Q1
$540K Buy
+21,404
New +$540K 0.03% 974
2024
Q3
Sell
-4,726
Closed -$284K 2529
2024
Q2
$284K Sell
4,726
-1,254
-21% -$75.5K 0.02% 997
2024
Q1
$308K Sell
5,980
-3,148
-34% -$162K 0.04% 830
2023
Q4
$368K Buy
+9,128
New +$368K 0.08% 469
2023
Q2
Sell
-16,763
Closed -$280K 1778
2023
Q1
$280K Buy
+16,763
New +$280K 0.06% 707