Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.51M Buy
6,312
+3,120
+98% +$749K 0.22% 167
2025
Q1
$745K Sell
3,192
-7,708
-71% -$1.8M 0.15% 240
2024
Q4
$2.81M Buy
10,900
+4,519
+71% +$1.17M 0.84% 8
2024
Q3
$1.56M Buy
6,381
+4,915
+335% +$1.2M 0.51% 38
2024
Q2
$328K Buy
1,466
+582
+66% +$130K 0.24% 177
2024
Q1
$241K Sell
884
-423
-32% -$115K 0.22% 222
2023
Q4
$361K Sell
1,307
-3,214
-71% -$887K 0.1% 334
2023
Q3
$971K Buy
+4,521
New +$971K 0.29% 125
2022
Q2
Sell
-1,761
Closed -$422K 428
2022
Q1
$422K Buy
+1,761
New +$422K 0.22% 208