Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
+20,405
New +$208K 0.01% 1674
2025
Q1
Sell
-15,632
Closed -$160K 3072
2024
Q4
$160K Buy
+15,632
New +$160K 0.01% 1631
2024
Q3
Sell
-39,080
Closed -$478K 2588
2024
Q2
$478K Buy
39,080
+28,826
+281% +$353K 0.04% 680
2024
Q1
$198K Buy
+10,254
New +$198K 0.03% 1184
2023
Q4
Sell
-19,981
Closed -$373K 2121
2023
Q3
$373K Buy
+19,981
New +$373K 0.06% 579