Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.67M Buy
7,380
+756
+11% +$171K 0.52% 48
2025
Q1
$1.1M Buy
6,624
+1,380
+26% +$229K 0.36% 59
2024
Q4
$1.04M Sell
5,244
-51
-1% -$10.1K 0.37% 60
2024
Q3
$920K Sell
5,295
-980
-16% -$170K 0.34% 66
2024
Q2
$1.09M Buy
6,275
+430
+7% +$74.7K 0.45% 57
2024
Q1
$795K Buy
5,845
+4,925
+535% +$670K 0.35% 65
2023
Q4
$96K Hold
920
0.05% 239
2023
Q3
$80K Hold
920
0.04% 248
2023
Q2
$93K Buy
920
+700
+318% +$70.8K 0.05% 236
2023
Q1
$20K Hold
220
0.01% 383
2022
Q4
$16K Buy
+220
New +$16K 0.01% 392