Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.76M Buy
35,932
+29,169
+431% +$1.43M 0.2% 54
2025
Q1
$383K Buy
6,763
+1,122
+20% +$63.5K 0.05% 172
2024
Q4
$324K Sell
5,641
-2,185
-28% -$125K 0.05% 183
2024
Q3
$410K Sell
7,826
-31,126
-80% -$1.63M 0.06% 198
2024
Q2
$2.11M Buy
38,952
+27,207
+232% +$1.47M 0.34% 44
2024
Q1
$680K Sell
11,745
-45,563
-80% -$2.64M 0.12% 95
2023
Q4
$2.81M Buy
57,308
+148
+0.3% +$7.25K 0.5% 49
2023
Q3
$2.46M Buy
57,160
+32,484
+132% +$1.4M 0.76% 40
2023
Q2
$1.13M Buy
+24,676
New +$1.13M 0.34% 69