Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Buy
33,958
+26,305
+344% +$1.1M 0.21% 183
2025
Q1
$323K Buy
7,653
+398
+5% +$16.8K 0.07% 353
2024
Q4
$353K Sell
7,255
-1,690
-19% -$82.2K 0.1% 309
2024
Q3
$590K Buy
+8,945
New +$590K 0.19% 211
2024
Q2
Sell
-6,267
Closed -$399K 348
2024
Q1
$399K Buy
+6,267
New +$399K 0.36% 111
2023
Q4
Sell
-7,549
Closed -$506K 512
2023
Q3
$506K Sell
7,549
-2,189
-22% -$147K 0.15% 287
2023
Q2
$1.02M Buy
9,738
+5,163
+113% +$539K 0.54% 37
2023
Q1
$559K Buy
+4,575
New +$559K 0.33% 110