Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Buy
4,769
+663
+16% +$182K 0.02% 217
2025
Q1
$1.43M Sell
4,106
-361
-8% -$126K 0.03% 183
2024
Q4
$2.04M Sell
4,467
-314
-7% -$143K 0.04% 169
2024
Q3
$2.09M Sell
4,781
-4,978
-51% -$2.18M 0.04% 161
2024
Q2
$4.63M Buy
9,759
+2,326
+31% +$1.1M 0.1% 149
2024
Q1
$4.35M Sell
7,433
-1,973
-21% -$1.15M 0.1% 151
2023
Q4
$4.12M Buy
9,406
+9,401
+188,020% +$4.12M 0.1% 153
2023
Q3
$1.99K Buy
5
+4
+400% +$1.59K ﹤0.01% 1179
2023
Q2
$342 Sell
1
-29
-97% -$9.92K ﹤0.01% 1584
2023
Q1
$8.16K Sell
30
-14,359
-100% -$3.91M ﹤0.01% 853
2022
Q4
$3.02M Sell
14,389
-1,129
-7% -$237K 0.1% 157
2022
Q3
$2.95M Sell
15,518
-10,371
-40% -$1.97M 0.09% 154
2022
Q2
$4.87M Buy
25,889
+1,818
+8% +$342K 0.14% 139
2022
Q1
$5.87M Buy
+24,071
New +$5.87M 0.15% 138
2019
Q3
Sell
-49
Closed -$3K 1212
2019
Q2
$3K Sell
49
-8,840
-99% -$541K ﹤0.01% 841
2019
Q1
$543K Buy
+8,889
New +$543K 0.04% 181