Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Buy
26,723
+2,064
+8% +$98.9K 0.12% 215
2025
Q1
$1.23M Sell
24,659
-13,659
-36% -$680K 0.13% 205
2024
Q4
$2.22M Buy
38,318
+25,420
+197% +$1.47M 0.3% 124
2024
Q3
$840K Buy
12,898
+6,040
+88% +$393K 0.15% 202
2024
Q2
$440K Sell
6,858
-6,770
-50% -$434K 0.08% 310
2024
Q1
$868K Buy
+13,628
New +$868K 0.19% 194
2023
Q4
Sell
-20,300
Closed -$1.2M 416
2023
Q3
$1.2M Buy
+20,300
New +$1.2M 0.22% 150