Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Buy
+316
New +$283K 0.06% 95
2024
Q4
Sell
-7,321
Closed -$5.67M 83
2024
Q3
$5.67M Sell
7,321
-407
-5% -$315K 1.17% 35
2024
Q2
$6.37M Sell
7,728
-1,437
-16% -$1.18M 1.34% 15
2024
Q1
$6.4M Sell
9,165
-998
-10% -$697K 1.16% 23
2023
Q4
$5.91M Buy
10,163
+7,484
+279% +$4.35M 1.31% 16
2023
Q3
$1.23M Sell
2,679
-1,519
-36% -$697K 0.33% 60
2023
Q2
$2.04M Sell
4,198
-302
-7% -$146K 0.6% 62
2023
Q1
$1.8M Buy
+4,500
New +$1.8M 0.51% 46
2021
Q2
Sell
-643
Closed -$212K 86
2021
Q1
$212K Buy
+643
New +$212K 0.11% 86