Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Sell
8,672
-71
-0.8% -$9.2K 0.31% 73
2025
Q1
$1.05M Buy
8,743
+4,302
+97% +$518K 0.36% 65
2024
Q4
$668K Hold
4,441
0.22% 106
2024
Q3
$668K Buy
4,441
+1,481
+50% +$223K 0.22% 107
2024
Q2
$468K Buy
2,960
+548
+23% +$86.6K 0.16% 132
2024
Q1
$477K Buy
2,412
+426
+21% +$84.3K 0.17% 132
2023
Q4
$346K Buy
1,986
+115
+6% +$20K 0.15% 142
2023
Q3
$293K Hold
1,871
0.14% 144
2023
Q2
$307K Sell
1,871
-8,705
-82% -$1.43M 0.15% 149
2023
Q1
$1.63M Buy
10,576
+8,814
+500% +$1.36M 0.84% 28
2022
Q4
$232K Buy
+1,762
New +$232K 0.13% 160