Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.97M Buy
+51,279
New +$1.97M 0.08% 342
2025
Q1
Sell
-7,140
Closed -$241K 2653
2024
Q4
$241K Sell
7,140
-41,185
-85% -$1.39M 0.02% 1392
2024
Q3
$1.98M Buy
48,325
+19,721
+69% +$806K 0.14% 147
2024
Q2
$1.1M Buy
+28,604
New +$1.1M 0.09% 323
2024
Q1
Sell
-22,692
Closed -$841K 2026
2023
Q4
$841K Buy
22,692
+17,111
+307% +$634K 0.18% 55
2023
Q3
$202K Sell
5,581
-2,610
-32% -$94.6K 0.03% 1012
2023
Q2
$292K Buy
+8,191
New +$292K 0.05% 747
2022
Q3
Sell
-25,489
Closed -$1.39M 1209
2022
Q2
$1.39M Buy
+25,489
New +$1.39M 0.57% 11
2021
Q4
Sell
-4,683
Closed -$224K 811
2021
Q3
$224K Buy
+4,683
New +$224K 0.08% 455