Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-29,352
Closed -$1.24M 222
2025
Q1
$1.24M Buy
29,352
+525
+2% +$22.2K 0.2% 123
2024
Q4
$1.4M Buy
28,827
+466
+2% +$22.7K 0.23% 114
2024
Q3
$1.87M Buy
28,361
+14,553
+105% +$960K 0.3% 102
2024
Q2
$795K Buy
13,808
+1,845
+15% +$106K 0.15% 132
2024
Q1
$1.01M Buy
11,963
+2,139
+22% +$180K 0.23% 123
2023
Q4
$619K Buy
9,824
+2,624
+36% +$165K 0.18% 126
2023
Q3
$482K Buy
7,200
+2,919
+68% +$195K 0.22% 121
2023
Q2
$447K Buy
4,281
+56
+1% +$5.85K 0.41% 76
2023
Q1
$516K Buy
4,225
+143
+4% +$17.5K 0.59% 64
2022
Q4
$509K Buy
4,082
+400
+11% +$49.9K 0.65% 59
2022
Q3
$389K Buy
3,682
+1,019
+38% +$108K 0.58% 67
2022
Q2
$285K Buy
+2,663
New +$285K 0.59% 72