Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
8,073
+455
+6% +$58.2K ﹤0.01% 2064
2025
Q1
$1.02M Sell
7,618
-200
-3% -$26.7K ﹤0.01% 2127
2024
Q4
$568K Buy
7,818
+2,513
+47% +$182K ﹤0.01% 2511
2024
Q3
$200K Buy
5,305
+1,181
+29% +$44.6K ﹤0.01% 2881
2024
Q2
$213K Buy
4,124
+3,645
+761% +$188K ﹤0.01% 2738
2024
Q1
$29.3K Hold
479
﹤0.01% 3419
2023
Q4
$5.02K Hold
479
﹤0.01% 3494
2023
Q3
$4.56K Sell
479
-210
-30% -$2K ﹤0.01% 3548
2023
Q2
$6.16K Sell
689
-8,740
-93% -$78.1K ﹤0.01% 3637
2023
Q1
$42.5K Sell
9,429
-14,890
-61% -$67.2K ﹤0.01% 3566
2022
Q4
$109K Sell
24,319
-4,689
-16% -$21.1K ﹤0.01% 3279
2022
Q3
$229K Buy
29,008
+25,339
+691% +$200K ﹤0.01% 2854
2022
Q2
$79K Buy
+3,669
New +$79K ﹤0.01% 3587