Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-31,774
Closed -$2.62M 3156
2025
Q1
$2.62M Buy
31,774
+27,621
+665% +$2.28M 0.13% 155
2024
Q4
$523K Sell
4,153
-112
-3% -$14.1K 0.04% 727
2024
Q3
$571K Buy
+4,265
New +$571K 0.04% 725
2023
Q4
Sell
-7,151
Closed -$718K 2135
2023
Q3
$718K Buy
+7,151
New +$718K 0.12% 212
2022
Q2
Sell
-4,125
Closed -$488K 1097
2022
Q1
$488K Buy
+4,125
New +$488K 0.21% 146