Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Sell
19,434
-4,050
-17% -$362K 0.4% 40
2025
Q1
$1.78M Sell
23,484
-7,257
-24% -$551K 0.53% 15
2024
Q4
$2.38M Buy
30,741
+24,343
+380% +$1.88M 0.53% 11
2024
Q3
$467K Buy
+6,398
New +$467K 0.11% 338
2024
Q2
Sell
-14,015
Closed -$884K 771
2024
Q1
$884K Buy
+14,015
New +$884K 0.23% 162
2023
Q3
Sell
-13,630
Closed -$679K 516
2023
Q2
$679K Sell
13,630
-7,078
-34% -$353K 0.36% 81
2023
Q1
$1.13M Buy
20,708
+16,122
+352% +$881K 0.36% 75
2022
Q4
$281K Buy
+4,586
New +$281K 0.15% 292