Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.79M Buy
61,703
+54,891
+806% +$7.82M 0.1% 242
2025
Q1
$1.04M Sell
6,812
-48,886
-88% -$7.48M 0.01% 976
2024
Q4
$8.33M Buy
55,698
+49,874
+856% +$7.46M 0.12% 213
2024
Q3
$955K Buy
5,824
+1,187
+26% +$195K 0.02% 911
2024
Q2
$643K Buy
4,637
+1,713
+59% +$237K 0.01% 983
2024
Q1
$404K Buy
+2,924
New +$404K 0.01% 1129
2021
Q2
Sell
-24,084
Closed -$2.83M 242
2021
Q1
$2.83M Hold
24,084
0.54% 41
2020
Q4
$2.83M Buy
+24,084
New +$2.83M 0.54% 41
2020
Q3
Sell
-15,505
Closed -$1.23M 124
2020
Q2
$1.23M Buy
+15,505
New +$1.23M 0.48% 87