Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
7,412
+5,784
+355% +$907K 0.27% 115
2025
Q1
$210K Sell
1,628
-9,276
-85% -$1.2M 0.06% 463
2024
Q4
$1.56M Buy
10,904
+6,037
+124% +$863K 0.35% 67
2024
Q3
$728K Sell
4,867
-5,202
-52% -$778K 0.18% 227
2024
Q2
$1.3M Buy
10,069
+2,045
+25% +$264K 0.37% 67
2024
Q1
$1.09M Buy
8,024
+2,380
+42% +$324K 0.28% 121
2023
Q4
$673K Buy
5,644
+509
+10% +$60.7K 0.48% 40
2023
Q3
$503K Buy
+5,135
New +$503K 0.29% 153
2023
Q2
Sell
-5,758
Closed -$497K 522
2023
Q1
$497K Sell
5,758
-3,752
-39% -$324K 0.16% 244
2022
Q4
$771K Buy
+9,510
New +$771K 0.41% 68