Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.26M Buy
27,663
+21,877
+378% +$1.79M 0.33% 94
2025
Q1
$574K Sell
5,786
-5,136
-47% -$510K 0.12% 275
2024
Q4
$1.1M Sell
10,922
-4,047
-27% -$406K 0.33% 111
2024
Q3
$1.36M Buy
+14,969
New +$1.36M 0.44% 56
2024
Q2
Sell
-4,961
Closed -$398K 405
2024
Q1
$398K Buy
+4,961
New +$398K 0.36% 117
2023
Q4
Sell
-13,291
Closed -$843K 591
2023
Q3
$843K Buy
13,291
+9,477
+248% +$601K 0.25% 159
2023
Q2
$235K Sell
3,814
-6,965
-65% -$430K 0.12% 298
2023
Q1
$685K Buy
+10,779
New +$685K 0.4% 68
2022
Q3
Sell
-5,673
Closed -$315K 209
2022
Q2
$315K Buy
+5,673
New +$315K 0.61% 62