Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$542K Buy
+6,056
New +$542K 0.17% 199
2025
Q1
Sell
-19,314
Closed -$1.49M 619
2024
Q4
$1.49M Buy
+19,314
New +$1.49M 0.67% 18
2024
Q2
Sell
-26,400
Closed -$1.67M 629
2024
Q1
$1.67M Buy
26,400
+12,600
+91% +$795K 0.4% 45
2023
Q4
$802K Buy
+13,800
New +$802K 0.21% 169
2023
Q2
Sell
-14,200
Closed -$776K 475
2023
Q1
$776K Sell
14,200
-4,404
-24% -$241K 0.31% 94
2022
Q4
$1.14M Buy
+18,604
New +$1.14M 0.79% 20