Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.01M Buy
96,211
+66,901
+228% +$1.4M 0.3% 109
2025
Q1
$703K Sell
29,310
-1,840
-6% -$44.1K 0.14% 248
2024
Q4
$665K Buy
31,150
+3,803
+14% +$81.2K 0.2% 191
2024
Q3
$633K Buy
+27,347
New +$633K 0.21% 198
2024
Q1
Sell
-61,143
Closed -$1.32M 418
2023
Q4
$1.32M Buy
+61,143
New +$1.32M 0.38% 74