Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.16M Buy
23,193
+6,123
+36% +$571K 0.15% 112
2025
Q1
$1.24M Buy
17,070
+8,492
+99% +$619K 0.1% 170
2024
Q4
$517K Sell
8,578
-13,757
-62% -$830K 0.04% 302
2024
Q3
$1.68M Buy
22,335
+1,969
+10% +$148K 0.12% 138
2024
Q2
$1.48M Buy
20,366
+20,107
+7,763% +$1.46M 0.1% 156
2024
Q1
$19.9K Hold
259
﹤0.01% 153
2023
Q4
$15.9K Buy
+259
New +$15.9K ﹤0.01% 154
2023
Q3
Sell
-8,338
Closed -$360K 111
2023
Q2
$360K Sell
8,338
-54
-0.6% -$2.33K 0.09% 74
2023
Q1
$266K Sell
8,392
-52
-0.6% -$1.65K 0.07% 88
2022
Q4
$209K Sell
8,444
-109
-1% -$2.7K 0.07% 90
2022
Q3
$227K Buy
+8,553
New +$227K 0.08% 81