Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.92M Sell
63,928
-2,152
-3% -$64.5K 0.62% 15
2025
Q1
$1.45M Buy
66,080
+39,042
+144% +$856K 0.58% 23
2024
Q4
$594K Buy
+27,038
New +$594K 0.27% 145
2024
Q3
Sell
-18,150
Closed -$380K 459
2024
Q2
$380K Sell
18,150
-50,650
-74% -$1.06M 0.09% 336
2024
Q1
$1.22M Buy
68,800
+7,530
+12% +$134K 0.29% 101
2023
Q4
$992K Buy
+61,270
New +$992K 0.26% 123
2023
Q2
Sell
-87,796
Closed -$1.4M 344
2023
Q1
$1.4M Buy
+87,796
New +$1.4M 0.56% 32