Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.16M Buy
115,297
+74,175
+180% +$1.39M 0.05% 609
2025
Q1
$855K Sell
41,122
-43,880
-52% -$912K 0.02% 803
2024
Q4
$1.92M Buy
85,002
+29,603
+53% +$668K 0.05% 620
2024
Q3
$742K Sell
55,399
-20,560
-27% -$275K 0.02% 817
2024
Q2
$921K Buy
+75,959
New +$921K 0.03% 710
2022
Q4
Sell
-152,304
Closed -$1.69M 1252
2022
Q3
$1.69M Buy
+152,304
New +$1.69M 0.1% 333