Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,902
Closed -$1.31M 792
2025
Q1
$1.31M Buy
+10,902
New +$1.31M 0.39% 52
2024
Q2
Sell
-7,894
Closed -$1.56M 777
2024
Q1
$1.56M Buy
7,894
+5,395
+216% +$1.07M 0.4% 44
2023
Q4
$435K Buy
+2,499
New +$435K 0.31% 130
2023
Q2
Sell
-1,494
Closed -$231K 569
2023
Q1
$231K Buy
+1,494
New +$231K 0.07% 378