Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.71M Buy
28,687
+26,361
+1,133% +$3.41M 0.81% 13
2025
Q1
$278K Buy
+2,326
New +$278K 0.14% 237
2024
Q3
Sell
-14,125
Closed -$1.92M 410
2024
Q2
$1.92M Buy
+14,125
New +$1.92M 1.44% 9
2024
Q1
Sell
-7,702
Closed -$881K 358
2023
Q4
$881K Buy
+7,702
New +$881K 0.63% 58