Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$467K Buy
4,913
+1,016
+26% +$96.5K 0.03% 446
2025
Q1
$344K Sell
3,897
-8,097
-68% -$714K 0.02% 442
2024
Q4
$1.14M Buy
11,994
+3,134
+35% +$297K 0.07% 315
2024
Q3
$967K Sell
8,860
-19,501
-69% -$2.13M 0.06% 308
2024
Q2
$3.24M Buy
28,361
+8,007
+39% +$914K 0.2% 191
2024
Q1
$2.95M Buy
20,354
+15,601
+328% +$2.26M 0.2% 185
2023
Q4
$671K Sell
4,753
-10,796
-69% -$1.52M 0.08% 296
2023
Q3
$2.09M Sell
15,549
-43
-0.3% -$5.77K 0.26% 125
2023
Q2
$2.24M Buy
15,592
+9,390
+151% +$1.35M 0.28% 121
2023
Q1
$865K Sell
6,202
-4,451
-42% -$621K 0.12% 255
2022
Q4
$1.32M Buy
10,653
+1,840
+21% +$228K 0.22% 163
2022
Q3
$1.06M Buy
+8,813
New +$1.06M 0.2% 167