Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$581K Buy
+2,566
New +$581K 0.03% 589
2025
Q1
Sell
-19,495
Closed -$3.85M 1583
2024
Q4
$3.85M Sell
19,495
-77,243
-80% -$15.3M 0.19% 81
2024
Q3
$16.8M Sell
96,738
-17,022
-15% -$2.96M 0.04% 42
2024
Q2
$19.8M Buy
113,760
+28,519
+33% +$4.96M 0.04% 36
2024
Q1
$11.6M Buy
85,241
+52,096
+157% +$7.09M 0.02% 60
2023
Q4
$3.45M Sell
33,145
-114,782
-78% -$11.9M 0.01% 251
2023
Q3
$12.9M Buy
147,927
+138,144
+1,412% +$12M 0.02% 77
2023
Q2
$987K Buy
+9,783
New +$987K 0.03% 441