Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75M Buy
+161,431
New +$1.75M 0.04% 669
2025
Q1
Sell
-14,285
Closed -$235K 1195
2024
Q4
$235K Buy
+14,285
New +$235K 0.02% 1008
2024
Q2
Sell
-23,562
Closed -$190K 1389
2024
Q1
$190K Sell
23,562
-1,562
-6% -$12.6K 0.01% 1169
2023
Q4
$172K Buy
25,124
+2,462
+11% +$16.8K 0.02% 1030
2023
Q3
$113K Buy
+22,662
New +$113K 0.01% 959