Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.43M Sell
19,511
-21,834
-53% -$2.72M 0.06% 510
2025
Q1
$4.05M Buy
41,345
+34,774
+529% +$3.4M 0.27% 77
2024
Q4
$710K Sell
6,571
-21,638
-77% -$2.34M 0.05% 573
2024
Q3
$1.84M Buy
+28,209
New +$1.84M 0.11% 229
2024
Q1
Sell
-35,770
Closed -$2.71M 1770
2023
Q4
$2.71M Buy
+35,770
New +$2.71M 0.25% 82
2023
Q2
Sell
-9,147
Closed -$609K 1728
2023
Q1
$609K Buy
+9,147
New +$609K 0.07% 429
2021
Q2
Sell
-1,792
Closed -$576K 910
2021
Q1
$576K Buy
+1,792
New +$576K 0.15% 215