Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Sell
17,652
-126
-0.7% -$9.2K 0.01% 448
2025
Q1
$1.39M Buy
17,778
+1,281
+8% +$100K 0.01% 406
2024
Q4
$1.12M Buy
16,497
+2,436
+17% +$165K 0.01% 458
2024
Q3
$946K Sell
14,061
-12,622
-47% -$849K 0.01% 507
2024
Q2
$1.62M Buy
26,683
+1,135
+4% +$68.9K 0.01% 372
2024
Q1
$1.57M Buy
25,548
+1,139
+5% +$69.9K 0.01% 390
2023
Q4
$1.52M Buy
24,409
+318
+1% +$19.8K 0.01% 377
2023
Q3
$1.36M Buy
24,091
+19,724
+452% +$1.12M 0.01% 386
2023
Q2
$277K Buy
4,367
+1,352
+45% +$85.8K ﹤0.01% 915
2023
Q1
$211K Buy
+3,015
New +$211K ﹤0.01% 981
2022
Q3
Sell
-6,009
Closed -$447K 1179
2022
Q2
$447K Buy
+6,009
New +$447K ﹤0.01% 629