Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.51M Buy
19,916
+13,861
+229% +$3.14M 0.35% 70
2025
Q1
$1.01M Sell
6,055
-116
-2% -$19.3K 0.08% 150
2024
Q4
$1.07M Hold
6,171
0.13% 110
2024
Q3
$1.07M Hold
6,171
0.13% 110
2024
Q2
$1.07M Sell
6,171
-300
-5% -$52.1K 0.13% 110
2024
Q1
$880K Buy
6,471
+100
+2% +$13.6K 0.11% 120
2023
Q4
$663K Sell
6,371
-140
-2% -$14.6K 0.09% 127
2023
Q3
$566K Buy
6,511
+11
+0.2% +$956 0.08% 134
2023
Q2
$656K Hold
6,500
0.1% 129
2023
Q1
$605K Sell
6,500
-20
-0.3% -$1.86K 0.09% 137
2022
Q4
$486K Buy
6,520
+20
+0.3% +$1.49K 0.12% 127
2022
Q3
$446K Hold
6,500
0.11% 149
2022
Q2
$561K Buy
6,500
+2,300
+55% +$199K 0.13% 137
2022
Q1
$438K Buy
+4,200
New +$438K 0.11% 152