Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$484K Sell
3,780
-2,550
-40% -$327K 0.01% 937
2025
Q1
$845K Sell
6,330
-21,590
-77% -$2.88M 0.02% 805
2024
Q4
$2.03M Buy
27,920
+20,837
+294% +$1.51M 0.05% 605
2024
Q3
$268K Buy
7,083
+1,500
+27% +$56.8K 0.01% 1022
2024
Q2
$288K Buy
+5,583
New +$288K 0.01% 1136
2021
Q4
Sell
-858
Closed -$81K 1095
2021
Q3
$81K Sell
858
-2,759
-76% -$260K 0.01% 979
2021
Q2
$704K Buy
+3,617
New +$704K 0.24% 139