Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Sell
4,441
-3,739
-46% -$1.08M 0.01% 860
2025
Q1
$2.47M Buy
8,180
+7,065
+634% +$2.13M 0.03% 512
2024
Q4
$308K Sell
1,115
-22,793
-95% -$6.3M 0.01% 1290
2024
Q3
$6.89M Buy
23,908
+21,336
+830% +$6.15M 0.14% 155
2024
Q2
$656K Sell
2,572
-17,628
-87% -$4.5M 0.01% 1008
2024
Q1
$5.23M Buy
+20,200
New +$5.23M 0.14% 123
2023
Q2
Sell
-3,500
Closed -$680K 1824
2023
Q1
$680K Buy
3,500
+2,060
+143% +$400K 0.03% 763
2022
Q4
$318K Buy
+1,440
New +$318K 0.02% 1005
2021
Q4
Sell
-1,804
Closed -$313K 1406
2021
Q3
$313K Buy
+1,804
New +$313K 0.02% 642
2020
Q4
Sell
-3,900
Closed -$453K 966
2020
Q3
$453K Buy
+3,900
New +$453K 0.09% 358