Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$818K Buy
27,953
+18,740
+203% +$549K 0.03% 791
2025
Q1
$263K Buy
+9,213
New +$263K 0.01% 1505
2024
Q4
Sell
-10,192
Closed -$355K 2979
2024
Q3
$355K Buy
+10,192
New +$355K 0.03% 1077
2023
Q4
Sell
-13,017
Closed -$333K 2207
2023
Q3
$333K Sell
13,017
-7,024
-35% -$180K 0.06% 656
2023
Q2
$531K Buy
+20,041
New +$531K 0.1% 337