Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.24M Buy
4,764
+266
+6% +$125K 0.06% 175
2025
Q1
$2.09M Sell
4,498
-2,074
-32% -$966K 0.07% 164
2024
Q4
$2.75M Buy
+6,572
New +$2.75M 0.08% 128
2024
Q3
Sell
-1,299
Closed -$570K 633
2024
Q2
$570K Buy
1,299
+75
+6% +$32.9K 0.02% 328
2024
Q1
$568K Sell
1,224
-19
-2% -$8.82K 0.02% 323
2023
Q4
$510K Buy
1,243
+1
+0.1% +$411 0.02% 324
2023
Q3
$463K Buy
1,242
+91
+8% +$33.9K 0.02% 306
2023
Q2
$438K Sell
1,151
-513
-31% -$195K 0.02% 314
2023
Q1
$591K Buy
1,664
+797
+92% +$283K 0.03% 252
2022
Q4
$283K Buy
867
+105
+14% +$34.2K 0.02% 350
2022
Q3
$205K Buy
762
+15
+2% +$4.04K 0.01% 418
2022
Q2
$215K Sell
747
-26
-3% -$7.48K 0.01% 407
2022
Q1
$247K Buy
773
+11
+1% +$3.52K 0.01% 423
2021
Q4
$264K Buy
+762
New +$264K 0.01% 413