Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.78M Sell
72,714
-5,443
-7% -$508K 0.23% 93
2025
Q1
$5.69M Hold
78,157
0.22% 96
2024
Q4
$4.71M Buy
78,157
+72,975
+1,408% +$4.4M 0.19% 111
2024
Q3
$389K Sell
5,182
-1,506
-23% -$113K 0.03% 273
2024
Q2
$486K Sell
6,688
-714
-10% -$51.9K 0.04% 229
2024
Q1
$570K Buy
7,402
+927
+14% +$71.4K 0.05% 215
2023
Q4
$408K Buy
6,475
+497
+8% +$31.3K 0.04% 230
2023
Q3
$263K Sell
5,978
-505
-8% -$22.2K 0.03% 256
2023
Q2
$280K Buy
+6,483
New +$280K 0.04% 239
2020
Q1
Sell
-350
Closed -$10K 463
2019
Q4
$10K Buy
+350
New +$10K 0.01% 433