Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.51M Buy
7,070
+3,322
+89% +$1.18M 1.39% 23
2025
Q1
$1.31M Sell
3,748
-2,491
-40% -$873K 0.86% 24
2024
Q4
$1.97M Buy
6,239
+2,415
+63% +$763K 1.15% 23
2024
Q3
$1.05M Buy
3,824
+2,753
+257% +$757K 0.68% 32
2024
Q2
$281K Sell
1,071
-7,165
-87% -$1.88M 0.18% 55
2024
Q1
$2.3M Buy
8,236
+7,388
+871% +$2.06M 1.74% 19
2023
Q4
$221K Buy
848
+1
+0.1% +$260 0.2% 61
2023
Q3
$195K Hold
847
0.18% 45
2023
Q2
$201K Sell
847
-2,130
-72% -$506K 0.18% 45
2023
Q1
$671K Buy
2,977
+398
+15% +$89.7K 0.67% 25
2022
Q4
$536K Sell
2,579
-69
-3% -$14.3K 0.57% 29
2022
Q3
$471K Buy
2,648
+100
+4% +$17.8K 0.52% 30
2022
Q2
$500K Sell
2,548
-1,122
-31% -$220K 0.51% 28
2022
Q1
$814K Buy
+3,670
New +$814K 0.58% 28