Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,290
Closed -$1.34M 150
2025
Q1
$1.34M Sell
4,290
-769
-15% -$240K 0.37% 113
2024
Q4
$1.32M Buy
5,059
+1,148
+29% +$299K 0.37% 121
2024
Q3
$1.26M Sell
3,911
-39
-1% -$12.6K 0.33% 162
2024
Q2
$1.23M Sell
3,950
-788
-17% -$246K 0.34% 118
2024
Q1
$1.35M Buy
4,738
+105
+2% +$29.9K 0.32% 107
2023
Q4
$1.33M Sell
4,633
-227
-5% -$65.4K 0.32% 121
2023
Q3
$1.31M Buy
4,860
+4,733
+3,727% +$1.27M 0.34% 83
2023
Q2
$28.2K Sell
127
-24
-16% -$5.33K 0.01% 366
2023
Q1
$36.5K Buy
151
+25
+20% +$6.04K 0.01% 319
2022
Q4
$33.1K Buy
+126
New +$33.1K 0.01% 303