Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.92M Buy
5,415
+3,261
+151% +$1.16M 0.62% 14
2025
Q1
$755K Buy
+2,154
New +$755K 0.3% 104
2024
Q4
Sell
-2,395
Closed -$659K 635
2024
Q3
$659K Sell
2,395
-7,195
-75% -$1.98M 0.2% 202
2024
Q2
$2.52M Buy
9,590
+7,890
+464% +$2.07M 0.59% 26
2024
Q1
$474K Sell
1,700
-3,400
-67% -$949K 0.11% 316
2023
Q4
$1.33M Hold
5,100
0.35% 61
2023
Q3
$1.17M Buy
+5,100
New +$1.17M 0.41% 65
2023
Q1
Sell
-7,022
Closed -$1.46M 651
2022
Q4
$1.46M Buy
+7,022
New +$1.46M 1.02% 4