Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.85M Buy
11,887
+9,882
+493% +$1.54M 0.43% 29
2025
Q1
$330K Buy
+2,005
New +$330K 0.1% 361
2024
Q3
Sell
-5,111
Closed -$886K 906
2024
Q2
$886K Buy
5,111
+2,001
+64% +$347K 0.25% 130
2024
Q1
$526K Buy
+3,110
New +$526K 0.14% 285
2023
Q4
Sell
-4,895
Closed -$852K 550
2023
Q3
$852K Buy
+4,895
New +$852K 0.48% 35
2023
Q2
Sell
-6,836
Closed -$1.14M 637
2023
Q1
$1.14M Buy
6,836
+767
+13% +$128K 0.37% 73
2022
Q4
$889K Buy
+6,069
New +$889K 0.47% 46