Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.71M Buy
27,415
+24,492
+838% +$3.31M 0.09% 329
2025
Q1
$375K Buy
+2,923
New +$375K 0.03% 825
2024
Q3
Sell
-3,974
Closed -$410K 1693
2024
Q2
$410K Buy
+3,974
New +$410K 0.02% 902
2023
Q1
Sell
-3,268
Closed -$336K 1455
2022
Q4
$336K Buy
+3,268
New +$336K 0.05% 600