Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$366K Buy
+2,826
New +$366K 0.12% 303
2024
Q3
Sell
-29,779
Closed -$4.04M 632
2024
Q2
$4.04M Buy
29,779
+22,879
+332% +$3.1M 0.94% 1
2024
Q1
$892K Buy
6,900
+1,922
+39% +$248K 0.21% 169
2023
Q4
$569K Sell
4,978
-11,722
-70% -$1.34M 0.15% 241
2023
Q3
$1.52M Buy
+16,700
New +$1.52M 0.53% 33