Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Buy
14,243
+1,076
+8% +$98.8K 0.01% 1321
2025
Q1
$1.16M Sell
13,167
-535
-4% -$47.1K 0.01% 1307
2024
Q4
$1.27M Sell
13,702
-626
-4% -$57.9K 0.01% 1256
2024
Q3
$1.33M Sell
14,328
-320
-2% -$29.7K 0.01% 1161
2024
Q2
$1.1M Sell
14,648
-224
-2% -$16.8K 0.01% 1261
2024
Q1
$1.28M Sell
14,872
-808
-5% -$69.7K 0.01% 1096
2023
Q4
$1.08M Buy
15,680
+11,707
+295% +$810K 0.01% 1083
2023
Q3
$217K Sell
3,973
-222
-5% -$12.2K ﹤0.01% 1889
2023
Q2
$234K Buy
+4,195
New +$234K ﹤0.01% 1812
2022
Q3
Sell
-6,070
Closed -$211K 2131
2022
Q2
$211K Buy
+6,070
New +$211K ﹤0.01% 1866