Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.92M Sell
9,176
-336
-4% -$70.1K 0.03% 193
2025
Q1
$2.07M Buy
9,512
+6,109
+180% +$1.33M 0.06% 95
2024
Q4
$702K Buy
3,403
+969
+40% +$200K 0.01% 444
2024
Q3
$428K Sell
2,434
-3,454
-59% -$608K 0.01% 901
2024
Q2
$959K Buy
+5,888
New +$959K 0.02% 513
2023
Q2
Sell
-8,585
Closed -$866K 1332
2023
Q1
$866K Buy
+8,585
New +$866K 0.02% 365
2022
Q1
Sell
-2,641
Closed -$360K 1203
2021
Q4
$360K Buy
2,641
+764
+41% +$104K 0.01% 511
2021
Q3
$292K Buy
+1,877
New +$292K 0.02% 630