Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$503K Buy
17,899
+12,794
+251% +$360K 0.05% 590
2025
Q1
$184K Sell
5,105
-6,313
-55% -$228K 0.02% 1038
2024
Q4
$478K Sell
11,418
-5,292
-32% -$222K 0.06% 502
2024
Q3
$540K Sell
16,710
-18,663
-53% -$604K 0.05% 624
2024
Q2
$1.37M Buy
35,373
+31,918
+924% +$1.24M 0.19% 168
2024
Q1
$153K Sell
3,455
-9,743
-74% -$432K 0.03% 730
2023
Q4
$701K Buy
+13,198
New +$701K 0.15% 232