Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.49M Buy
7,826
+4,934
+171% +$1.57M 1.93% 20
2025
Q1
$749K Sell
2,892
-2,973
-51% -$770K 0.62% 33
2024
Q4
$2.37M Buy
+5,865
New +$2.37M 1.96% 19
2023
Q3
$409K Sell
1,637
-1,325
-45% -$331K 0.47% 38
2023
Q2
$775K Sell
2,962
-3,651
-55% -$956K 0.86% 29
2023
Q1
$1.37M Buy
6,613
+196
+3% +$40.7K 1.59% 20
2022
Q4
$790K Buy
6,417
+2,630
+69% +$324K 0.97% 28
2022
Q3
$1M Sell
3,787
-830
-18% -$220K 1.36% 24
2022
Q2
$1.04M Buy
4,617
+1,980
+75% +$444K 1.34% 25
2022
Q1
$947K Buy
2,637
+1,764
+202% +$633K 1.06% 28
2021
Q4
$307K Buy
+873
New +$307K 0.34% 45