Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$382K Buy
+4,792
New +$382K 0.01% 1289
2024
Q3
Sell
-16,885
Closed -$1.52M 1261
2024
Q2
$1.52M Buy
16,885
+12,310
+269% +$1.11M 0.08% 335
2024
Q1
$498K Buy
+4,575
New +$498K 0.04% 712
2023
Q3
Sell
-12,857
Closed -$1.16M 1024
2023
Q2
$1.16M Buy
+12,857
New +$1.16M 0.12% 247
2022
Q4
Sell
-14,080
Closed -$1.13M 967
2022
Q3
$1.13M Buy
14,080
+6,984
+98% +$561K 0.11% 276
2022
Q2
$648K Buy
7,096
+3,574
+101% +$326K 0.09% 342
2022
Q1
$420K Buy
+3,522
New +$420K 0.1% 334
2021
Q3
Sell
-5,676
Closed -$662K 623
2021
Q2
$662K Buy
+5,676
New +$662K 0.17% 196