Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$567K Hold
6,072
0.16% 51
2025
Q1
$442K Sell
6,072
-22,232
-79% -$1.62M 0.14% 53
2024
Q4
$1.71M Hold
28,304
0.53% 44
2024
Q3
$2.13M Sell
28,304
-13,508
-32% -$1.02M 0.66% 42
2024
Q2
$3.04M Sell
41,812
-1,251
-3% -$90.9K 1% 32
2024
Q1
$3.32M Sell
43,063
-43,366
-50% -$3.34M 1.1% 30
2023
Q4
$5.32M Sell
86,429
-64,347
-43% -$3.96M 1.93% 16
2023
Q3
$6.93M Sell
150,776
-3,380
-2% -$155K 2.93% 8
2023
Q2
$6.66M Buy
154,156
+66,663
+76% +$2.88M 2.78% 9
2023
Q1
$2.77M Buy
87,493
+74,461
+571% +$2.36M 1.19% 22
2022
Q4
$322K Buy
13,032
+1,762
+16% +$43.5K 0.15% 78
2022
Q3
$299K Buy
+11,270
New +$299K 0.14% 78