Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$546K Buy
+74,152
New +$546K 0.03% 513
2024
Q2
Sell
-56,134
Closed -$2.32M 661
2024
Q1
$2.32M Buy
56,134
+18,047
+47% +$745K 0.22% 166
2023
Q4
$1.57M Sell
38,087
-27,029
-42% -$1.11M 0.17% 200
2023
Q3
$1.28M Buy
65,116
+134
+0.2% +$2.63K 0.16% 212
2023
Q2
$1.61M Hold
64,982
0.22% 156
2023
Q1
$1.78M Buy
64,982
+45,416
+232% +$1.24M 0.24% 144
2022
Q4
$669K Buy
+19,566
New +$669K 0.11% 332
2020
Q1
Sell
-5,800
Closed -$238K 660
2019
Q4
$238K Buy
+5,800
New +$238K 0.01% 603