Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Buy
1,213
+217
+22% +$49.1K 0.15% 47
2025
Q1
$165K Sell
996
-5,587
-85% -$928K 0.11% 49
2024
Q4
$1.3M Buy
6,583
+521
+9% +$103K 0.76% 29
2024
Q3
$1.05M Sell
6,062
-19,746
-77% -$3.43M 0.68% 31
2024
Q2
$4.49M Buy
25,808
+6,518
+34% +$1.13M 2.93% 9
2024
Q1
$2.62M Buy
19,290
+1,945
+11% +$265K 1.98% 14
2023
Q4
$1.8M Buy
17,345
+16,910
+3,887% +$1.76M 1.6% 16
2023
Q3
$37.8K Buy
435
+44
+11% +$3.82K 0.03% 96
2023
Q2
$39.5K Buy
391
+91
+30% +$9.18K 0.04% 99
2023
Q1
$27.9K Hold
300
0.03% 133
2022
Q4
$22.3K Buy
+300
New +$22.3K 0.02% 144