Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$458K Sell
2,798
-4,956
-64% -$812K 0.02% 1161
2025
Q1
$1.16M Buy
+7,754
New +$1.16M 0.06% 480
2024
Q3
Sell
-15,708
Closed -$2.15M 2342
2024
Q2
$2.15M Buy
15,708
+10,600
+208% +$1.45M 0.18% 112
2024
Q1
$799K Buy
+5,108
New +$799K 0.11% 239
2023
Q3
Sell
-4,661
Closed -$780K 1787
2023
Q2
$780K Buy
4,661
+3,344
+254% +$560K 0.14% 164
2023
Q1
$213K Sell
1,317
-5,823
-82% -$940K 0.04% 920
2022
Q4
$1.22M Buy
7,140
+5,288
+286% +$905K 0.26% 56
2022
Q3
$291K Buy
+1,852
New +$291K 0.07% 525
2022
Q2
Sell
-2,406
Closed -$380K 975
2022
Q1
$380K Buy
+2,406
New +$380K 0.17% 207