Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.71M Buy
7,790
+3,880
+99% +$851K 0.55% 25
2025
Q1
$744K Sell
3,910
-166
-4% -$31.6K 0.26% 45
2024
Q4
$894K Sell
4,076
-37
-0.9% -$8.12K 0.32% 41
2024
Q3
$766K Sell
4,113
-191
-4% -$35.6K 0.28% 42
2024
Q2
$832K Buy
4,304
+370
+9% +$71.5K 0.34% 37
2024
Q1
$710K Buy
3,934
+521
+15% +$94K 0.29% 42
2023
Q4
$519K Sell
3,413
-10
-0.3% -$1.52K 0.24% 54
2023
Q3
$435K Buy
3,423
+45
+1% +$5.72K 0.22% 61
2023
Q2
$440K Buy
3,378
+410
+14% +$53.4K 0.23% 57
2023
Q1
$307K Sell
2,968
-2,500
-46% -$258K 0.16% 72
2022
Q4
$459K Sell
5,468
-384
-7% -$32.3K 0.3% 45
2022
Q3
$661K Sell
5,852
-3,108
-35% -$351K 0.5% 35
2022
Q2
$952K Buy
+8,960
New +$952K 0.74% 27