Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.84M Sell
6,260
-247
-4% -$72.7K 0.05% 329
2025
Q1
$1.73M Buy
6,507
+455
+8% +$121K 0.05% 339
2024
Q4
$1.52M Buy
6,052
+1,532
+34% +$385K 0.05% 351
2024
Q3
$995K Buy
4,520
+332
+8% +$73.1K 0.03% 440
2024
Q2
$721K Buy
4,188
+2,313
+123% +$398K 0.02% 475
2024
Q1
$355K Sell
1,875
-52
-3% -$9.86K 0.01% 630
2023
Q4
$345K Sell
1,927
-248
-11% -$44.4K 0.01% 630
2023
Q3
$350K Buy
2,175
+369
+20% +$59.5K 0.02% 608
2023
Q2
$264K Sell
1,806
-59
-3% -$8.63K 0.01% 641
2023
Q1
$272K Buy
+1,865
New +$272K 0.02% 599
2022
Q2
Sell
-960
Closed -$201K 551
2022
Q1
$201K Buy
+960
New +$201K 0.02% 523