Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.1M Buy
577,554
+356,822
+162% +$6.22M 0.14% 128
2025
Q1
$3.53M Sell
220,732
-9,626
-4% -$154K 0.05% 233
2024
Q4
$3.95M Buy
230,358
+202,069
+714% +$3.46M 0.05% 222
2024
Q3
$474K Hold
28,289
0.01% 333
2024
Q2
$402K Hold
28,289
0.02% 306
2024
Q1
$447K Sell
28,289
-2,872
-9% -$45.4K 0.02% 305
2023
Q4
$449K Buy
+31,161
New +$449K 0.01% 399
2023
Q2
Sell
-17,016
Closed -$213K 455
2023
Q1
$213K Sell
17,016
-82,099
-83% -$1.03M 0.01% 455
2022
Q4
$1.73M Buy
+99,115
New +$1.73M 0.05% 288