Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.95M Buy
39,133
+31,933
+444% +$1.59M 0.28% 111
2025
Q1
$454K Buy
+7,200
New +$454K 0.09% 301
2023
Q3
Sell
-30,634
Closed -$2.32M 223
2023
Q2
$2.32M Buy
30,634
+14,131
+86% +$1.07M 0.47% 68
2023
Q1
$1.36M Buy
16,503
+3,648
+28% +$302K 0.46% 75
2022
Q4
$1.05M Buy
+12,855
New +$1.05M 0.71% 51