Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.03M Buy
54,972
+19,852
+57% +$733K 0.2% 80
2025
Q1
$1.15M Buy
+35,120
New +$1.15M 0.13% 249
2024
Q4
Sell
-4,505
Closed -$152K 2033
2024
Q3
$152K Buy
4,505
+3,722
+475% +$126K 0.01% 1175
2024
Q2
$29.9K Sell
783
-8,151
-91% -$311K ﹤0.01% 1243
2024
Q1
$405K Sell
8,934
-38,226
-81% -$1.73M 0.07% 428
2023
Q4
$1.63M Buy
+47,160
New +$1.63M 0.35% 37