Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$416K Sell
13,891
-7,755
-36% -$232K 0.02% 537
2025
Q1
$731K Buy
21,646
+5,593
+35% +$189K 0.04% 369
2024
Q4
$475K Buy
+16,053
New +$475K 0.02% 466
2024
Q3
Sell
-98,935
Closed -$3.57M 699
2024
Q2
$3.57M Buy
98,935
+84,992
+610% +$3.07M 0.18% 142
2024
Q1
$525K Buy
+13,943
New +$525K 0.03% 444
2020
Q1
Sell
-14,371
Closed -$542K 382
2019
Q4
$542K Buy
+14,371
New +$542K 0.07% 236