Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Buy
4,705
+475
+11% +$151K 0.02% 214
2025
Q1
$1.1M Sell
4,230
-1,351
-24% -$350K 0.01% 239
2024
Q4
$2.25M Buy
5,581
+3,076
+123% +$1.24M 0.03% 183
2024
Q3
$655K Buy
+2,505
New +$655K 0.01% 306
2024
Q2
Sell
-2,130
Closed -$374K 471
2024
Q1
$374K Sell
2,130
-5,217
-71% -$917K ﹤0.01% 371
2023
Q4
$1.83M Buy
7,347
+1,540
+27% +$383K 0.02% 215
2023
Q3
$1.45M Buy
5,807
+94
+2% +$23.5K 0.02% 239
2023
Q2
$1.5M Sell
5,713
-4,043
-41% -$1.06M 0.01% 270
2023
Q1
$2.02M Buy
+9,756
New +$2.02M 0.02% 243