Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.24M Sell
14,165
-433
-3% -$68.4K 1.5% 25
2025
Q1
$1.58M Buy
14,598
+3,988
+38% +$432K 1.11% 26
2024
Q4
$1.42M Buy
10,610
+8,047
+314% +$1.08M 0.99% 33
2024
Q3
$311K Buy
2,563
+247
+11% +$30K 0.2% 50
2024
Q2
$286K Buy
2,316
+206
+10% +$25.4K 0.2% 49
2024
Q1
$191K Sell
2,110
-40
-2% -$3.61K 0.13% 51
2023
Q4
$106K Hold
2,150
0.08% 60
2023
Q3
$96.3K Hold
2,150
0.08% 57
2023
Q2
$90.9K Hold
2,150
0.07% 61
2023
Q1
$59.7K Hold
2,150
0.05% 72
2022
Q4
$31.4K Sell
2,150
-680
-24% -$9.94K 0.03% 101
2022
Q3
$34K Hold
2,830
0.03% 87
2022
Q2
$43K Buy
2,830
+550
+24% +$8.36K 0.03% 80
2022
Q1
$62K Hold
2,280
0.04% 73
2021
Q4
$67K Buy
+2,280
New +$67K 0.05% 74