Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$517K Sell
6,957
-23,381
-77% -$1.74M 0.01% 245
2025
Q1
$1.98M Buy
30,338
+22,392
+282% +$1.46M 0.05% 178
2024
Q4
$679K Buy
7,946
+2,209
+39% +$189K 0.02% 249
2024
Q3
$448K Sell
5,737
-64,445
-92% -$5.03M 0.01% 254
2024
Q2
$4.07M Sell
70,182
-20,855
-23% -$1.21M 0.12% 129
2024
Q1
$6.1M Buy
+91,037
New +$6.1M 0.19% 120