Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.95M Buy
24,126
+3,243
+16% +$262K 0.29% 112
2025
Q1
$1.7M Buy
20,883
+1,422
+7% +$116K 0.34% 93
2024
Q4
$1.42M Buy
19,461
+15,257
+363% +$1.11M 0.42% 63
2024
Q3
$250K Buy
+4,204
New +$250K 0.08% 359
2024
Q2
Sell
-5,041
Closed -$271K 447
2024
Q1
$271K Buy
+5,041
New +$271K 0.24% 196
2023
Q4
Sell
-28,620
Closed -$1.41M 651
2023
Q3
$1.41M Buy
+28,620
New +$1.41M 0.42% 48