Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.24M Buy
5,350
+11
+0.2% +$8.72K 0.06% 90
2025
Q1
$3.27M Sell
5,339
-2,884
-35% -$1.77M 0.05% 95
2024
Q4
$5.12M Buy
8,223
+1,866
+29% +$1.16M 0.07% 88
2024
Q3
$3.91M Buy
6,357
+5,297
+500% +$3.26M 0.05% 91
2024
Q2
$703K Sell
1,060
-1,214
-53% -$805K 0.01% 123
2024
Q1
$1.48M Sell
2,274
-247
-10% -$160K 0.02% 99
2023
Q4
$1.58M Sell
2,521
-10
-0.4% -$6.28K 0.03% 97
2023
Q3
$1.29M Buy
2,531
+525
+26% +$269K 0.02% 103
2023
Q2
$920K Sell
2,006
-340
-14% -$156K 0.02% 108
2023
Q1
$1.05M Buy
+2,346
New +$1.05M 0.02% 102