Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Buy
8,656
+816
+10% +$124K 0.24% 106
2025
Q1
$1.15M Sell
7,840
-7,700
-50% -$1.13M 0.3% 91
2024
Q4
$2.01M Buy
15,540
+470
+3% +$60.7K 0.47% 65
2024
Q3
$2.06M Sell
15,070
-15,980
-51% -$2.18M 0.48% 63
2024
Q2
$3.17M Sell
31,050
-10,284
-25% -$1.05M 0.67% 33
2024
Q1
$3.67M Buy
41,334
+8,516
+26% +$755K 0.83% 28
2023
Q4
$3M Buy
+32,818
New +$3M 0.81% 31
2023
Q1
Sell
-27,006
Closed -$2.71M 123
2022
Q4
$2.71M Buy
+27,006
New +$2.71M 0.86% 34