Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Buy
101,604
+79,663
+363% +$1.11M 0.06% 477
2025
Q1
$170K Sell
21,941
-11,902
-35% -$92.4K 0.01% 1743
2024
Q4
$240K Buy
33,843
+20,977
+163% +$149K 0.02% 1397
2024
Q3
$96.6K Buy
+12,866
New +$96.6K 0.01% 1608
2023
Q3
Sell
-39,972
Closed -$586K 1661
2023
Q2
$586K Buy
39,972
+11,124
+39% +$163K 0.11% 281
2023
Q1
$409K Sell
28,848
-4,223
-13% -$59.9K 0.09% 430
2022
Q4
$471K Buy
33,071
+10,387
+46% +$148K 0.1% 322
2022
Q3
$408K Buy
22,684
+15,440
+213% +$278K 0.1% 334
2022
Q2
$201K Buy
+7,244
New +$201K 0.08% 468