Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$758K Buy
2,385
+290
+14% +$92.1K 0.23% 96
2025
Q1
$543K Sell
2,095
-1,031
-33% -$267K 0.17% 127
2024
Q4
$1.26M Sell
3,126
-532
-15% -$215K 0.4% 48
2024
Q3
$957K Buy
3,658
+500
+16% +$131K 0.33% 68
2024
Q2
$625K Buy
3,158
+508
+19% +$101K 0.23% 97
2024
Q1
$658K Hold
2,650
0.27% 87
2023
Q4
$658K Sell
2,650
-71
-3% -$17.6K 0.27% 86
2023
Q3
$681K Buy
2,721
+1,733
+175% +$434K 0.22% 92
2023
Q2
$1.1M Sell
988
-772
-44% -$860K 0.37% 50
2023
Q1
$365K Buy
+1,760
New +$365K 0.11% 152
2021
Q3
Sell
-90
Closed -$20.4K 181
2021
Q2
$20.4K Buy
+90
New +$20.4K 0.74% 32