Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.47M Sell
230,121
-96
-0% -$2.7K 0.04% 353
2025
Q1
$8.31M Buy
230,217
+14,242
+7% +$514K 0.07% 222
2024
Q4
$9.05M Sell
215,975
-16,467
-7% -$690K 0.09% 149
2024
Q3
$7.52M Buy
232,442
+13,366
+6% +$432K 0.09% 144
2024
Q2
$8.51M Sell
219,076
-1,289
-0.6% -$50.1K 0.11% 116
2024
Q1
$9.76M Sell
220,365
-6,463
-3% -$286K 0.14% 104
2023
Q4
$12.1M Buy
226,828
+215,979
+1,991% +$11.5M 0.2% 76
2023
Q3
$507K Buy
10,849
+2,934
+37% +$137K 0.01% 566
2023
Q2
$347K Buy
7,915
+518
+7% +$22.7K 0.01% 632
2023
Q1
$256K Hold
7,397
0.01% 762
2022
Q4
$202K Hold
7,397
0.01% 739
2022
Q3
$258K Buy
+7,397
New +$258K 0.01% 705