Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Buy
+9,396
New +$1.17M 0.17% 228
2025
Q1
Sell
-2,157
Closed -$233K 560
2024
Q4
$233K Buy
+2,157
New +$233K 0.07% 365
2024
Q3
Sell
-14,893
Closed -$846K 529
2024
Q2
$846K Buy
14,893
+11,330
+318% +$644K 0.63% 30
2024
Q1
$218K Sell
3,563
-9,390
-72% -$574K 0.2% 249
2023
Q4
$983K Buy
12,953
+4,452
+52% +$338K 0.28% 133
2023
Q3
$498K Buy
+8,501
New +$498K 0.15% 293
2023
Q2
Sell
-7,330
Closed -$488K 544
2023
Q1
$488K Buy
+7,330
New +$488K 0.29% 140
2022
Q2
Sell
-3,922
Closed -$646K 411
2022
Q1
$646K Buy
+3,922
New +$646K 0.34% 106