Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Sell
8,454
-60
-0.7% -$9.13K 0.24% 100
2025
Q1
$1.25M Sell
8,514
-1,006
-11% -$148K 0.25% 101
2024
Q4
$1.23M Buy
9,520
+8,898
+1,431% +$1.15M 0.23% 108
2024
Q3
$85K Sell
622
-2,679
-81% -$366K 0.04% 300
2024
Q2
$337K Buy
+3,301
New +$337K 0.07% 299
2023
Q4
$398K Buy
4,359
+180
+4% +$16.5K 0.1% 224
2023
Q3
$327K Buy
4,179
+489
+13% +$38.3K 0.09% 236
2023
Q2
$309K Buy
+3,690
New +$309K 0.09% 265
2021
Q2
Sell
-1,936
Closed -$312K 264
2021
Q1
$312K Buy
+1,936
New +$312K 0.18% 121