Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-66,984
Closed -$2.18M 522
2025
Q1
$2.18M Buy
66,984
+56,172
+520% +$1.83M 0.14% 191
2024
Q4
$362K Sell
10,812
-21,331
-66% -$714K 0.02% 441
2024
Q3
$941K Sell
32,143
-172,877
-84% -$5.06M 0.06% 315
2024
Q2
$5.58M Buy
+205,020
New +$5.58M 0.35% 98
2023
Q4
Sell
-31,388
Closed -$573K 404
2023
Q3
$573K Buy
+31,388
New +$573K 0.07% 313