Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.55M Buy
21,154
+222
+1% +$26.8K 0.17% 65
2025
Q1
$2.44M Sell
20,932
-45
-0.2% -$5.24K 0.18% 63
2024
Q4
$2.52M Buy
20,977
+10,997
+110% +$1.32M 0.17% 65
2024
Q3
$1.06M Hold
9,980
0.07% 98
2024
Q2
$942K Buy
9,980
+391
+4% +$36.9K 0.06% 103
2024
Q1
$1.06M Hold
9,589
0.07% 101
2023
Q4
$831K Buy
9,589
+5,971
+165% +$517K 0.06% 105
2023
Q3
$254K Hold
3,618
0.02% 131
2023
Q2
$241K Hold
3,618
0.02% 130
2023
Q1
$214K Buy
+3,618
New +$214K 0.02% 133