Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-30,214
Closed -$1.43M 2014
2025
Q1
$1.43M Buy
30,214
+22,952
+316% +$1.09M 0.1% 279
2024
Q4
$456K Buy
+7,262
New +$456K 0.03% 771
2024
Q3
Sell
-10,718
Closed -$444K 1808
2024
Q2
$444K Buy
+10,718
New +$444K 0.02% 869