Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.33M Buy
7,500
+4,275
+133% +$1.33M 0.1% 270
2025
Q1
$1.09M Sell
3,225
-3,554
-52% -$1.2M 0.06% 510
2024
Q4
$2.3M Buy
6,779
+5,890
+663% +$2M 0.19% 69
2024
Q3
$258K Sell
889
-3,229
-78% -$935K 0.02% 1287
2024
Q2
$1.08M Buy
+4,118
New +$1.08M 0.09% 334
2024
Q1
Sell
-1,759
Closed -$508K 2287
2023
Q4
$508K Sell
1,759
-1,196
-40% -$345K 0.11% 250
2023
Q3
$754K Buy
+2,955
New +$754K 0.13% 190