Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$458K Buy
+47,154
New +$458K 0.06% 199
2025
Q1
Sell
-11,030
Closed -$97.8K 294
2024
Q4
$97.8K Sell
11,030
-87,386
-89% -$775K 0.01% 272
2024
Q3
$1.15M Buy
98,416
+3,604
+4% +$42.1K 0.16% 152
2024
Q2
$1.06M Sell
94,812
-806
-0.8% -$9K 0.16% 153
2024
Q1
$1.17M Buy
95,618
+4,393
+5% +$53.6K 0.19% 142
2023
Q4
$1.45M Buy
91,225
+21,460
+31% +$340K 0.29% 92
2023
Q3
$935K Buy
69,765
+13,397
+24% +$180K 0.23% 106
2023
Q2
$756K Buy
56,368
+7,185
+15% +$96.4K 0.19% 134
2023
Q1
$776K Buy
49,183
+3,017
+7% +$47.6K 0.27% 105
2022
Q4
$857K Buy
46,166
+1,029
+2% +$19.1K 0.24% 98
2022
Q3
$601K Buy
45,137
+9,194
+26% +$122K 0.25% 103
2022
Q2
$526K Buy
+35,943
New +$526K 0.22% 116