Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.68M Buy
55,035
+7,465
+16% +$228K 0.08% 168
2025
Q1
$1.27M Buy
47,570
+4,015
+9% +$107K 0.07% 191
2024
Q4
$1.46M Sell
43,555
-14,670
-25% -$492K 0.08% 175
2024
Q3
$2.62M Sell
58,225
-25,275
-30% -$1.14M 0.17% 127
2024
Q2
$1.74M Hold
83,500
0.12% 142
2024
Q1
$1.1M Buy
83,500
+2,345
+3% +$31K 0.08% 185
2023
Q4
$909K Buy
81,155
+31,990
+65% +$358K 0.07% 189
2023
Q3
$707K Hold
49,165
0.06% 208
2023
Q2
$936K Sell
49,165
-6,800
-12% -$129K 0.07% 174
2023
Q1
$1.18M Hold
55,965
0.09% 157
2022
Q4
$826K Hold
55,965
0.07% 194
2022
Q3
$675K Hold
55,965
0.06% 209
2022
Q2
$407K Buy
+55,965
New +$407K 0.03% 279