Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-111,348
Closed -$2.46M 91
2025
Q1
$2.46M Buy
111,348
+105,584
+1,832% +$2.33M 0.54% 38
2024
Q4
$241K Sell
5,764
-236,595
-98% -$9.88M 0.05% 82
2024
Q3
$2.12M Sell
242,359
-397
-0.2% -$3.47K 0.42% 42
2024
Q2
$1.71M Buy
242,756
+1,480
+0.6% +$10.4K 0.38% 44
2024
Q1
$2.41M Buy
+241,276
New +$2.41M 0.57% 39