Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$471K Hold
19,441
0.07% 75
2025
Q1
$493K Buy
19,441
+8,141
+72% +$206K 0.09% 66
2024
Q4
$300K Buy
11,300
+1,957
+21% +$51.9K 0.05% 66
2024
Q3
$270K Sell
9,343
-41,354
-82% -$1.2M 0.04% 102
2024
Q2
$1.42M Buy
50,697
+8,539
+20% +$239K 0.26% 33
2024
Q1
$1.17M Hold
42,158
0.32% 33
2023
Q4
$1.21M Buy
42,158
+26,728
+173% +$770K 0.52% 26
2023
Q3
$512K Buy
15,430
+1
+0% +$33 0.28% 37
2023
Q2
$566K Buy
15,429
+143
+0.9% +$5.25K 0.32% 32
2023
Q1
$624K Sell
15,286
-609
-4% -$24.8K 0.52% 19
2022
Q4
$814K Hold
15,895
0.87% 14
2022
Q3
$696K Buy
+15,895
New +$696K 0.82% 11