Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.19M Buy
+9,105
New +$2.19M 0.05% 562
2025
Q1
Sell
-7,120
Closed -$1.46M 1591
2024
Q4
$1.46M Buy
7,120
+2,763
+63% +$568K 0.1% 296
2024
Q3
$1.06M Sell
4,357
-5
-0.1% -$1.21K 0.06% 428
2024
Q2
$958K Buy
+4,362
New +$958K 0.05% 511
2023
Q4
Sell
-2,535
Closed -$556K 1622
2023
Q3
$556K Buy
+2,535
New +$556K 0.05% 526
2022
Q4
Sell
-6,726
Closed -$1.12M 1332
2022
Q3
$1.12M Buy
+6,726
New +$1.12M 0.11% 277
2021
Q3
Sell
-3,695
Closed -$762K 895
2021
Q2
$762K Buy
+3,695
New +$762K 0.19% 153