Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.42M Buy
670,242
+625,286
+1,391% +$2.26M 0.1% 260
2025
Q1
$128K Sell
44,956
-190,844
-81% -$544K 0.01% 1814
2024
Q4
$575K Buy
235,800
+164,717
+232% +$402K 0.05% 640
2024
Q3
$219K Sell
71,083
-119,927
-63% -$369K 0.02% 1386
2024
Q2
$516K Buy
191,010
+30,539
+19% +$82.5K 0.04% 646
2024
Q1
$419K Buy
160,471
+142,733
+805% +$373K 0.06% 595
2023
Q4
$56.1K Sell
17,738
-17,261
-49% -$54.5K 0.01% 1214
2023
Q3
$101K Sell
34,999
-24,289
-41% -$70.2K 0.02% 1182
2023
Q2
$212K Sell
59,288
-50,587
-46% -$181K 0.04% 967
2023
Q1
$433K Buy
+109,875
New +$433K 0.09% 384
2022
Q2
Sell
-19,795
Closed -$91K 865
2022
Q1
$91K Sell
19,795
-39
-0.2% -$179 0.04% 528
2021
Q4
$78K Buy
19,834
+4,263
+27% +$16.8K 0.04% 506
2021
Q3
$53K Sell
15,571
-41,811
-73% -$142K 0.02% 598
2021
Q2
$242K Buy
+57,382
New +$242K 0.08% 476