Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Buy
2,308
+1,987
+619% +$1.06M 0.12% 237
2025
Q1
$119K Sell
321
-2,670
-89% -$987K 0.01% 1239
2024
Q4
$1.36M Sell
2,991
-226
-7% -$103K 0.18% 145
2024
Q3
$1.39M Buy
3,217
+968
+43% +$417K 0.12% 251
2024
Q2
$821K Buy
2,249
+1,838
+447% +$671K 0.11% 296
2024
Q1
$144K Sell
411
-866
-68% -$303K 0.03% 746
2023
Q4
$275K Buy
+1,277
New +$275K 0.06% 549