Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.83M Buy
149,768
+106,598
+247% +$2.01M 0.03% 595
2025
Q1
$688K Sell
43,170
-6,532
-13% -$104K 0.01% 949
2024
Q4
$941K Buy
49,702
+12,998
+35% +$246K 0.02% 780
2024
Q3
$567K Buy
36,704
+11,631
+46% +$180K 0.01% 1044
2024
Q2
$352K Buy
25,073
+9,146
+57% +$128K 0.01% 1306
2024
Q1
$252K Sell
15,927
-77,321
-83% -$1.22M 0.01% 1536
2023
Q4
$1.23M Buy
93,248
+74,195
+389% +$982K 0.04% 593
2023
Q3
$215K Sell
19,053
-40,547
-68% -$457K 0.01% 1480
2023
Q2
$1.18M Buy
59,600
+29,400
+97% +$584K 0.04% 595
2023
Q1
$307K Buy
+30,200
New +$307K 0.01% 1106