Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.15M Buy
16,665
+12,599
+310% +$2.38M 0.08% 395
2025
Q1
$953K Buy
4,066
+2,242
+123% +$526K 0.06% 422
2024
Q4
$718K Sell
1,824
-314
-15% -$124K 0.05% 567
2024
Q3
$715K Buy
+2,138
New +$715K 0.04% 599
2023
Q4
Sell
-3,948
Closed -$1.04M 1588
2023
Q3
$1.04M Sell
3,948
-3,451
-47% -$912K 0.1% 300
2023
Q2
$2.44M Buy
+7,399
New +$2.44M 0.26% 83
2022
Q2
Sell
-3,068
Closed -$1M 1139
2022
Q1
$1M Buy
+3,068
New +$1M 0.23% 115
2021
Q3
Sell
-681
Closed -$462K 864
2021
Q2
$462K Sell
681
-3,035
-82% -$2.06M 0.12% 285
2021
Q1
$2.23M Buy
+3,716
New +$2.23M 0.6% 20