Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.46M Buy
+34,563
New +$5.46M 0.8% 5
2025
Q1
Sell
-14,732
Closed -$1.98M 522
2024
Q4
$1.98M Buy
14,732
+10,723
+267% +$1.44M 0.59% 26
2024
Q3
$487K Sell
4,009
-1,291
-24% -$157K 0.16% 250
2024
Q2
$654K Buy
+5,300
New +$654K 0.49% 57
2023
Q4
Sell
-15,150
Closed -$659K 587
2023
Q3
$659K Buy
15,150
+6,890
+83% +$300K 0.19% 221
2023
Q2
$349K Buy
+8,260
New +$349K 0.18% 229
2023
Q1
Sell
-24,280
Closed -$355K 422
2022
Q4
$355K Buy
+24,280
New +$355K 0.76% 41
2022
Q1
Sell
-14,570
Closed -$428K 479
2021
Q4
$428K Buy
+14,570
New +$428K 0.33% 127