Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.98M Sell
7,200
-333
-4% -$91.8K 0.78% 24
2025
Q1
$1.26M Buy
7,533
+36
+0.5% +$6.03K 0.52% 39
2024
Q4
$1.74M Sell
7,497
-545
-7% -$126K 0.69% 27
2024
Q3
$1.39M Sell
8,042
-72,168
-90% -$12.4M 0.55% 38
2024
Q2
$1.15M Buy
80,210
+72,260
+909% +$1.04M 0.5% 40
2024
Q1
$888K Hold
7,950
0.42% 46
2023
Q4
$888K Buy
+7,950
New +$888K 0.42% 46