Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
+2,377
New +$1.13M 0.05% 587
2024
Q4
Sell
-4,618
Closed -$2.33M 2329
2024
Q3
$2.33M Buy
4,618
+2,139
+86% +$1.08M 0.17% 108
2024
Q2
$1.07M Buy
+2,479
New +$1.07M 0.09% 337
2024
Q1
Sell
-1,902
Closed -$616K 1873
2023
Q4
$616K Buy
1,902
+624
+49% +$202K 0.13% 159
2023
Q3
$401K Buy
1,278
+221
+21% +$69.4K 0.07% 538
2023
Q2
$360K Buy
+1,057
New +$360K 0.06% 584
2021
Q4
Sell
-1,234
Closed -$323K 708
2021
Q3
$323K Buy
+1,234
New +$323K 0.11% 321