Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
7,562
+4,648
+160% +$732K 0.28% 107
2025
Q1
$514K Buy
2,914
+304
+12% +$53.6K 0.15% 267
2024
Q4
$513K Buy
+2,610
New +$513K 0.11% 326
2024
Q1
Sell
-1,045
Closed -$242K 648
2023
Q4
$242K Sell
1,045
-4,343
-81% -$1M 0.17% 269
2023
Q3
$1.06M Buy
+5,388
New +$1.06M 0.6% 12
2023
Q2
Sell
-2,134
Closed -$424K 517
2023
Q1
$424K Buy
2,134
+144
+7% +$28.6K 0.14% 286
2022
Q4
$408K Buy
+1,990
New +$408K 0.21% 207