Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.59M Buy
39,260
+30,660
+357% +$4.37M 0.06% 369
2025
Q1
$1.32M Buy
8,600
+3,751
+77% +$574K 0.02% 720
2024
Q4
$725K Sell
4,849
-17,262
-78% -$2.58M 0.02% 902
2024
Q3
$3.62M Buy
22,111
+20,046
+971% +$3.29M 0.07% 308
2024
Q2
$286K Buy
2,065
+396
+24% +$54.9K 0.01% 1397
2024
Q1
$230K Sell
1,669
-4,615
-73% -$637K 0.01% 1592
2023
Q4
$658K Sell
6,284
-9,797
-61% -$1.03M 0.02% 909
2023
Q3
$1.52M Buy
+16,081
New +$1.52M 0.06% 477
2022
Q4
Sell
-10,264
Closed -$849K 1677
2022
Q3
$849K Buy
+10,264
New +$849K 0.03% 682
2022
Q2
Sell
-32,398
Closed -$3.66M 1711
2022
Q1
$3.66M Buy
+32,398
New +$3.66M 0.16% 141