Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.28M Buy
16,480
+1,903
+13% +$264K 0.48% 74
2025
Q1
$2.33M Sell
14,577
-8,717
-37% -$1.39M 0.69% 43
2024
Q4
$3.1M Buy
23,294
+14,207
+156% +$1.89M 1.3% 3
2024
Q3
$1.23M Buy
9,087
+2,510
+38% +$341K 0.49% 74
2024
Q2
$970K Buy
6,577
+4,077
+163% +$601K 0.44% 86
2024
Q1
$382K Buy
+2,500
New +$382K 0.2% 181
2023
Q4
Sell
-2,140
Closed -$327K 291
2023
Q3
$327K Sell
2,140
-440
-17% -$67.3K 0.18% 194
2023
Q2
$351K Buy
+2,580
New +$351K 0.2% 184