Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$307K Buy
+2,431
New +$307K ﹤0.01% 1397
2024
Q4
Sell
-37,402
Closed -$4.02M 2066
2024
Q3
$4.02M Buy
37,402
+21,139
+130% +$2.27M 0.08% 284
2024
Q2
$1.73M Buy
+16,263
New +$1.73M 0.03% 608
2023
Q1
Sell
-7,469
Closed -$249K 2121
2022
Q4
$249K Buy
+7,469
New +$249K 0.01% 1156