Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.31M Buy
23,268
+92
+0.4% +$32.8K 0.64% 49
2025
Q1
$6.3M Buy
23,176
+8,709
+60% +$2.37M 0.53% 51
2024
Q4
$4.8M Buy
14,467
+13,430
+1,295% +$4.46M 0.4% 53
2024
Q3
$344K Buy
1,037
+287
+38% +$95.1K 0.03% 113
2024
Q2
$235K Sell
750
-1,004
-57% -$315K 0.02% 121
2024
Q1
$548K Sell
1,754
-235
-12% -$73.5K 0.05% 82
2023
Q4
$479K Hold
1,989
0.05% 88
2023
Q3
$424K Buy
1,989
+989
+99% +$211K 0.36% 58
2023
Q2
$201K Buy
+1,000
New +$201K 0.16% 72
2022
Q2
Sell
-1,510
Closed -$229K 75
2022
Q1
$229K Hold
1,510
0.08% 77
2021
Q4
$261K Buy
+1,510
New +$261K 0.08% 79