Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.03M Buy
+62,642
New +$3.03M 0.27% 106
2024
Q4
Sell
-26,194
Closed -$1.51M 625
2024
Q3
$1.51M Sell
26,194
-90,768
-78% -$5.23M 0.16% 192
2024
Q2
$5.67M Buy
116,962
+109,759
+1,524% +$5.33M 0.57% 49
2024
Q1
$350K Sell
7,203
-36,209
-83% -$1.76M 0.04% 385
2023
Q4
$2.16M Buy
+43,412
New +$2.16M 0.38% 83