Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.12M Buy
23,041
+9,233
+67% +$848K 0.03% 312
2025
Q1
$1.21M Sell
13,808
-64,129
-82% -$5.64M 0.02% 462
2024
Q4
$7.21M Buy
77,937
+39,389
+102% +$3.64M 0.11% 67
2024
Q3
$3.57M Sell
38,548
-57,932
-60% -$5.37M 0.06% 137
2024
Q2
$7.23M Buy
+96,480
New +$7.23M 0.16% 64
2024
Q1
Sell
-40,200
Closed -$2.78M 1077
2023
Q4
$2.78M Buy
+40,200
New +$2.78M 0.06% 142