Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
12,194
+9,357
+330% +$1.08M 0.06% 483
2025
Q1
$284K Sell
2,837
-2,723
-49% -$273K 0.01% 1449
2024
Q4
$626K Buy
+5,560
New +$626K 0.05% 571
2024
Q1
Sell
-2,670
Closed -$206K 1847
2023
Q4
$206K Sell
2,670
-2,697
-50% -$208K 0.05% 941
2023
Q3
$518K Buy
5,367
+1,390
+35% +$134K 0.09% 383
2023
Q2
$380K Buy
3,977
+1,029
+35% +$98.4K 0.07% 553
2023
Q1
$256K Sell
2,948
-3,310
-53% -$287K 0.05% 776
2022
Q4
$450K Buy
6,258
+1,832
+41% +$132K 0.1% 351
2022
Q3
$266K Buy
+4,426
New +$266K 0.07% 585