Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.86M Buy
34,358
+26,337
+328% +$1.43M 0.43% 26
2025
Q1
$487K Sell
8,021
-21,389
-73% -$1.3M 0.15% 277
2024
Q4
$1.78M Buy
29,410
+17,937
+156% +$1.09M 0.4% 44
2024
Q3
$864K Buy
+11,473
New +$864K 0.21% 173
2024
Q2
Sell
-20,700
Closed -$1.62M 626
2024
Q1
$1.62M Buy
20,700
+17,894
+638% +$1.4M 0.42% 35
2023
Q4
$208K Buy
+2,806
New +$208K 0.15% 305
2023
Q3
Sell
-3,416
Closed -$230K 423
2023
Q2
$230K Sell
3,416
-12,786
-79% -$862K 0.12% 335
2023
Q1
$1.02M Buy
+16,202
New +$1.02M 0.33% 99