Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.36M Buy
89,017
+79,586
+844% +$8.37M 1.04% 17
2025
Q1
$550K Buy
+9,431
New +$550K 0.06% 317
2024
Q4
Sell
-84,048
Closed -$3.72M 553
2024
Q3
$3.72M Buy
84,048
+11,971
+17% +$530K 0.44% 68
2024
Q2
$2.68M Buy
+72,077
New +$2.68M 0.33% 104
2022
Q2
Sell
-110,265
Closed -$5.31M 643
2022
Q1
$5.31M Buy
+110,265
New +$5.31M 0.96% 12