Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-19,467
Closed -$3.44M 103
2025
Q1
$3.44M Sell
19,467
-6,879
-26% -$1.21M 0.98% 11
2024
Q4
$5.13M Buy
26,346
+18,144
+221% +$3.53M 2.47% 5
2024
Q3
$1.46M Sell
8,202
-7,181
-47% -$1.28M 0.5% 20
2024
Q2
$3.15M Buy
+15,383
New +$3.15M 1.99% 8
2023
Q4
Sell
-38,435
Closed -$6.91M 65
2023
Q3
$6.91M Buy
+38,435
New +$6.91M 3.96% 3
2023
Q2
Sell
-16,881
Closed -$2.39M 81
2023
Q1
$2.39M Buy
+16,881
New +$2.39M 0.93% 16