Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.21M Buy
58,268
+12,736
+28% +$2.01M 0.87% 17
2025
Q1
$4.93M Sell
45,532
-12,852
-22% -$1.39M 1.22% 18
2024
Q4
$7.84M Buy
58,384
+116
+0.2% +$15.6K 0.6% 25
2024
Q3
$7.08M Buy
58,268
+28,719
+97% +$3.49M 0.58% 23
2024
Q2
$3.65M Sell
29,549
-5,221
-15% -$645K 0.3% 55
2024
Q1
$3.14M Hold
34,770
0.26% 72
2023
Q4
$1.72M Sell
34,770
-3,610
-9% -$179K 0.13% 83
2023
Q3
$1.67M Sell
38,380
-8,700
-18% -$378K 0.13% 83
2023
Q2
$1.99M Sell
47,080
-2,350
-5% -$99.4K 0.14% 102
2023
Q1
$1.37M Sell
49,430
-650
-1% -$18.1K 0.1% 115
2022
Q4
$732K Sell
50,080
-33,100
-40% -$484K 0.07% 158
2022
Q3
$1.01M Sell
83,180
-38,610
-32% -$469K 0.09% 119
2022
Q2
$1.85M Sell
121,790
-19,570
-14% -$297K 0.15% 101
2022
Q1
$3.86M Buy
+141,360
New +$3.86M 0.26% 77