Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.53M Buy
21,626
+19,124
+764% +$4.01M 0.67% 14
2025
Q1
$427K Sell
2,502
-6,040
-71% -$1.03M 0.09% 312
2024
Q4
$1.51M Buy
8,542
+2,460
+40% +$435K 0.45% 56
2024
Q3
$925K Buy
6,082
+2,971
+95% +$452K 0.3% 117
2024
Q2
$566K Buy
+3,111
New +$566K 0.42% 86
2024
Q1
Sell
-6,280
Closed -$1.64M 311
2023
Q4
$1.64M Buy
6,280
+3,820
+155% +$996K 0.47% 45
2023
Q3
$472K Sell
2,460
-1,142
-32% -$219K 0.14% 303
2023
Q2
$761K Buy
+3,602
New +$761K 0.4% 80
2022
Q1
Sell
-1,459
Closed -$294K 382
2021
Q4
$294K Buy
+1,459
New +$294K 0.23% 207