Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.53M Sell
6,963
-118
-2% -$25.9K 0.02% 105
2025
Q1
$989K Sell
7,081
-29,295
-81% -$4.09M 0.01% 123
2024
Q4
$6M Buy
36,376
+6,849
+23% +$1.13M 0.08% 81
2024
Q3
$4.99M Buy
29,527
+22,564
+324% +$3.82M 0.07% 87
2024
Q2
$991K Hold
6,963
0.02% 107
2024
Q1
$874K Sell
6,963
-3,200
-31% -$402K 0.01% 113
2023
Q4
$1.08M Buy
10,163
+1,845
+22% +$195K 0.02% 109
2023
Q3
$882K Hold
8,318
0.02% 111
2023
Q2
$989K Buy
8,318
+5,000
+151% +$595K 0.02% 106
2023
Q1
$309K Buy
+3,318
New +$309K 0.01% 136