Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.12M Buy
13,757
+12,783
+1,312% +$2.9M 0.91% 24
2025
Q1
$162K Sell
974
-21,965
-96% -$3.65M 0.07% 44
2024
Q4
$4.53M Buy
+22,939
New +$4.53M 1.48% 21
2024
Q3
Sell
-437
Closed -$76K 118
2024
Q2
$76K Buy
+437
New +$76K 0.03% 49
2023
Q3
Sell
-5,992
Closed -$605K 145
2023
Q2
$605K Buy
5,992
+2,204
+58% +$222K 0.28% 37
2023
Q1
$352K Sell
3,788
-24,368
-87% -$2.27M 0.2% 36
2022
Q4
$2.1M Buy
+28,156
New +$2.1M 1.36% 14