Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.71M Buy
+29,008
New +$2.71M 0.3% 85
2024
Q3
Sell
-27,714
Closed -$2.01M 584
2024
Q2
$2.01M Sell
27,714
-229,912
-89% -$16.7M 0.25% 134
2024
Q1
$19.8M Buy
257,626
+254,212
+7,446% +$19.6M 1.63% 7
2023
Q4
$210K Buy
+3,414
New +$210K 0.02% 410
2021
Q1
Sell
-150,564
Closed -$7.68M 1115
2020
Q4
$7.68M Buy
+150,564
New +$7.68M 1.17% 12