Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.88M Sell
20,189
-13,501
-40% -$1.26M 0.11% 309
2025
Q1
$2.45M Sell
33,690
-24,510
-42% -$1.79M 0.17% 201
2024
Q4
$3.51M Buy
58,200
+48,919
+527% +$2.95M 0.31% 104
2024
Q3
$698K Sell
9,281
-80,532
-90% -$6.05M 0.06% 443
2024
Q2
$6.53M Buy
89,813
+37,227
+71% +$2.71M 0.62% 9
2024
Q1
$4.05M Buy
52,586
+31,386
+148% +$2.42M 0.38% 62
2023
Q4
$1.31M Sell
21,200
-7,300
-26% -$449K 0.14% 243
2023
Q3
$1.31M Buy
28,500
+17,747
+165% +$816K 0.17% 205
2023
Q2
$464K Buy
+10,753
New +$464K 0.06% 387
2021
Q1
Sell
-14,705
Closed -$750K 887
2020
Q4
$750K Buy
+14,705
New +$750K 0.05% 380
2020
Q3
Sell
-39,900
Closed -$1.24M 855
2020
Q2
$1.24M Buy
+39,900
New +$1.24M 0.08% 250