Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.29M Buy
30,733
+245
+0.8% +$18.3K 0.03% 336
2025
Q1
$1.92M Sell
30,488
-102
-0.3% -$6.42K 0.03% 343
2024
Q4
$1.74M Sell
30,590
-2,048
-6% -$116K 0.03% 395
2024
Q3
$1.89M Buy
32,638
+9,742
+43% +$565K 0.03% 364
2024
Q2
$1.22M Buy
22,896
+15,126
+195% +$803K 0.02% 453
2024
Q1
$448K Buy
7,770
+1,799
+30% +$104K 0.01% 447
2023
Q4
$286K Buy
+5,971
New +$286K 0.01% 501
2023
Q2
Sell
-3,561
Closed -$215K 473
2023
Q1
$215K Buy
+3,561
New +$215K 0.01% 448