Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$678K Buy
1,898
+882
+87% +$315K 0.06% 170
2025
Q1
$276K Sell
1,016
-118
-10% -$32.1K 0.03% 290
2024
Q4
$376K Sell
1,134
-8,700
-88% -$2.89M 0.04% 224
2024
Q3
$3.26M Sell
9,834
-93
-0.9% -$30.8K 0.35% 58
2024
Q2
$3.11M Buy
9,927
+7,752
+356% +$2.43M 0.25% 55
2024
Q1
$680K Buy
2,175
+227
+12% +$71K 0.06% 140
2023
Q4
$469K Sell
1,948
-19
-1% -$4.58K 0.05% 185
2023
Q3
$420K Buy
1,967
+892
+83% +$190K 0.05% 154
2023
Q2
$216K Buy
+1,075
New +$216K 0.02% 237