Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,546
Closed -$2.15M 484
2025
Q1
$2.15M Buy
6,546
+2,821
+76% +$928K 0.43% 61
2024
Q4
$1.03M Buy
+3,725
New +$1.03M 0.31% 119
2024
Q3
Sell
-1,523
Closed -$503K 423
2024
Q2
$503K Buy
+1,523
New +$503K 0.37% 107
2023
Q4
Sell
-5,073
Closed -$1.45M 464
2023
Q3
$1.45M Buy
+5,073
New +$1.45M 0.43% 44
2023
Q2
Sell
-3,277
Closed -$837K 379
2023
Q1
$837K Buy
+3,277
New +$837K 0.49% 23