Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-28,031
Closed -$2.47M 536
2025
Q1
$2.47M Buy
28,031
+25,710
+1,108% +$2.27M 0.5% 51
2024
Q4
$220K Sell
2,321
-6,000
-72% -$568K 0.07% 370
2024
Q3
$908K Buy
8,321
+4,264
+105% +$465K 0.3% 124
2024
Q2
$463K Buy
+4,057
New +$463K 0.34% 124
2023
Q4
Sell
-10,685
Closed -$1.43M 555
2023
Q3
$1.43M Buy
10,685
+8,911
+502% +$1.2M 0.42% 46
2023
Q2
$255K Buy
+1,774
New +$255K 0.13% 288