Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.69M Buy
+10,010
New +$1.69M 0.04% 682
2025
Q1
Sell
-31,144
Closed -$4.93M 1495
2024
Q4
$4.93M Buy
31,144
+21,160
+212% +$3.35M 0.33% 49
2024
Q3
$1.27M Buy
+9,984
New +$1.27M 0.08% 346
2024
Q2
Sell
-17,417
Closed -$1.59M 1755
2024
Q1
$1.59M Buy
17,417
+4,742
+37% +$434K 0.12% 220
2023
Q4
$794K Buy
+12,675
New +$794K 0.07% 407
2023
Q2
Sell
-25,413
Closed -$1.41M 1574
2023
Q1
$1.41M Buy
+25,413
New +$1.41M 0.16% 167
2021
Q3
Sell
-10,113
Closed -$1.15M 831
2021
Q2
$1.15M Buy
+10,113
New +$1.15M 0.29% 73
2021
Q1
Sell
-2,592
Closed -$256K 741
2020
Q4
$256K Buy
+2,592
New +$256K 0.11% 369