Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Sell
5,140
-8,332
-62% -$1.74M 0.44% 78
2025
Q1
$2.93M Buy
+13,472
New +$2.93M 0.81% 27
2024
Q4
Sell
-10,296
Closed -$1.81M 230
2024
Q3
$1.81M Buy
+10,296
New +$1.81M 0.48% 62
2024
Q1
Sell
-1,365
Closed -$175K 345
2023
Q4
$175K Sell
1,365
-100
-7% -$12.9K 0.04% 300
2023
Q3
$154K Buy
1,465
+30
+2% +$3.16K 0.04% 278
2023
Q2
$150K Sell
1,435
-43
-3% -$4.48K 0.04% 279
2023
Q1
$149K Buy
1,478
+60
+4% +$6.06K 0.05% 237
2022
Q4
$131K Buy
+1,418
New +$131K 0.05% 220
2021
Q3
Sell
-1,420
Closed -$205K 151
2021
Q2
$205K Sell
1,420
-510
-26% -$73.6K 0.06% 158
2021
Q1
$254K Buy
+1,930
New +$254K 0.09% 147