Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.86M Sell
20,230
-39,373
-66% -$3.61M 0.05% 640
2025
Q1
$5.24M Buy
59,603
+45,471
+322% +$4M 0.36% 47
2024
Q4
$1.31M Buy
+14,132
New +$1.31M 0.09% 328
2023
Q3
Sell
-55,109
Closed -$3.07M 1135
2023
Q2
$3.07M Buy
55,109
+50,262
+1,037% +$2.8M 0.32% 47
2023
Q1
$247K Buy
+4,847
New +$247K 0.03% 862
2022
Q1
Sell
-3,901
Closed -$206K 760
2021
Q4
$206K Buy
+3,901
New +$206K 0.05% 507
2021
Q2
Sell
-6,080
Closed -$285K 667
2021
Q1
$285K Buy
+6,080
New +$285K 0.08% 423