Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.96M Sell
63,876
-541
-0.8% -$50.5K 0.07% 230
2025
Q1
$4.69M Buy
64,417
+7,279
+13% +$530K 0.07% 234
2024
Q4
$3.45M Buy
57,138
+53,482
+1,463% +$3.23M 0.06% 244
2024
Q3
$275K Sell
3,656
-2,979
-45% -$224K 0.01% 691
2024
Q2
$482K Buy
6,635
+41
+0.6% +$2.98K 0.01% 585
2024
Q1
$457K Buy
6,594
+2,250
+52% +$156K 0.01% 584
2023
Q4
$267K Buy
+4,344
New +$267K 0.01% 650
2023
Q1
Sell
-27,820
Closed -$688K 722
2022
Q4
$688K Buy
27,820
+339
+1% +$8.38K 0.02% 361
2022
Q3
$728K Sell
27,481
-483
-2% -$12.8K 0.03% 294
2022
Q2
$572K Buy
+27,964
New +$572K 0.02% 324