Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.57M Buy
44,111
+39,689
+898% +$2.31M 0.11% 239
2025
Q1
$220K Sell
4,422
-17,301
-80% -$859K 0.01% 1642
2024
Q4
$972K Sell
21,723
-13,703
-39% -$613K 0.08% 315
2024
Q3
$1.7M Buy
+35,426
New +$1.7M 0.12% 191
2024
Q2
Sell
-29,106
Closed -$1.58M 2292
2024
Q1
$1.58M Buy
29,106
+22,098
+315% +$1.2M 0.21% 57
2023
Q4
$395K Buy
+7,008
New +$395K 0.09% 411
2023
Q2
Sell
-3,219
Closed -$238K 1703
2023
Q1
$238K Buy
+3,219
New +$238K 0.05% 826
2022
Q2
Sell
-12,280
Closed -$1.28M 1022
2022
Q1
$1.28M Buy
+12,280
New +$1.28M 0.56% 20
2021
Q2
Sell
-8,871
Closed -$478K 1004
2021
Q1
$478K Buy
+8,871
New +$478K 0.23% 108