Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.2M Buy
39,164
+36,785
+1,546% +$3M 0.08% 389
2025
Q1
$236K Sell
2,379
-35,870
-94% -$3.56M 0.02% 998
2024
Q4
$3.84M Buy
38,249
+25,206
+193% +$2.53M 0.26% 85
2024
Q3
$1.19M Buy
+13,043
New +$1.19M 0.07% 373
2022
Q4
Sell
-36,402
Closed -$1.87M 1250
2022
Q3
$1.87M Buy
+36,402
New +$1.87M 0.19% 156
2022
Q2
Sell
-33,242
Closed -$2.35M 1100
2022
Q1
$2.35M Buy
+33,242
New +$2.35M 0.54% 23
2021
Q4
Sell
-31,350
Closed -$1.82M 797
2021
Q3
$1.82M Buy
31,350
+20,071
+178% +$1.16M 0.33% 77
2021
Q2
$628K Buy
11,279
+3,666
+48% +$204K 0.16% 208
2021
Q1
$383K Sell
7,613
-3,685
-33% -$185K 0.1% 320
2020
Q4
$431K Buy
+11,298
New +$431K 0.18% 192