Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
8,132
+6,530
+408% +$1.18M 0.21% 141
2025
Q1
$276K Buy
1,602
+376
+31% +$64.7K 0.05% 397
2024
Q4
$221K Buy
+1,226
New +$221K 0.06% 343
2024
Q3
Sell
-2,425
Closed -$404K 348
2024
Q2
$404K Buy
+2,425
New +$404K 0.15% 207
2024
Q1
Sell
-6,290
Closed -$1.04M 254
2023
Q4
$1.04M Buy
+6,290
New +$1.04M 0.37% 88