Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-31,392
Closed -$1.63M 703
2025
Q1
$1.63M Buy
+31,392
New +$1.63M 0.27% 88
2024
Q4
Sell
-18,943
Closed -$1.27M 751
2024
Q3
$1.27M Buy
18,943
+14,687
+345% +$983K 0.2% 131
2024
Q2
$236K Buy
+4,256
New +$236K 0.04% 608
2024
Q1
Sell
-11,962
Closed -$544K 682
2023
Q4
$544K Buy
+11,962
New +$544K 0.11% 307
2023
Q1
Sell
-36,000
Closed -$1.07M 703
2022
Q4
$1.07M Buy
+36,000
New +$1.07M 0.09% 125
2019
Q2
Sell
-12,300
Closed -$315K 281
2019
Q1
$315K Buy
+12,300
New +$315K 0.03% 220