Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
2,853
+827
+41% +$294K 0.15% 39
2025
Q1
$710K Buy
2,026
+1,526
+305% +$535K 0.13% 47
2024
Q4
$158K Sell
500
-1,526
-75% -$482K 0.03% 87
2024
Q3
$557K Hold
2,026
0.09% 63
2024
Q2
$532K Buy
+2,026
New +$532K 0.1% 73
2023
Q4
Sell
-4,357
Closed -$1M 177
2023
Q3
$1M Sell
4,357
-5,691
-57% -$1.31M 0.54% 25
2023
Q2
$2.39M Buy
10,048
+9,994
+18,507% +$2.37M 1.34% 12
2023
Q1
$12.2K Hold
54
0.01% 89
2022
Q4
$11K Hold
54
0.01% 94
2022
Q3
$10K Buy
+54
New +$10K 0.01% 83