Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.55M Buy
+152,368
New +$6.55M 0.07% 329
2024
Q2
Sell
-163,672
Closed -$1.64M 2013
2024
Q1
$1.64M Buy
163,672
+131,449
+408% +$1.31M 0.04% 541
2023
Q4
$399K Sell
32,223
-354,218
-92% -$4.39M 0.01% 1181
2023
Q3
$5.75M Sell
386,441
-9,378
-2% -$140K 0.21% 85
2023
Q2
$5.36M Buy
395,819
+375,707
+1,868% +$5.08M 0.2% 107
2023
Q1
$124K Sell
20,112
-125,906
-86% -$774K 0.01% 1411
2022
Q4
$504K Buy
+146,018
New +$504K 0.03% 766