Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Sell
9,882
-20,413
-67% -$600K 0.01% 1458
2025
Q1
$1.06M Buy
30,295
+23,015
+316% +$805K 0.05% 526
2024
Q4
$324K Buy
+7,280
New +$324K 0.03% 1148
2023
Q4
Sell
-6,439
Closed -$290K 1966
2023
Q3
$290K Sell
6,439
-1,166
-15% -$52.5K 0.05% 754
2023
Q2
$560K Buy
+7,605
New +$560K 0.1% 305
2021
Q4
Sell
-1,941
Closed -$288K 913
2021
Q3
$288K Sell
1,941
-668
-26% -$99.1K 0.1% 351
2021
Q2
$395K Buy
+2,609
New +$395K 0.13% 257