Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.05M Buy
18,239
+15,741
+630% +$5.22M 0.28% 73
2025
Q1
$917K Sell
2,498
-123
-5% -$45.1K 0.05% 351
2024
Q4
$1.06M Sell
2,621
-182
-6% -$73.5K 0.06% 293
2024
Q3
$1.41M Hold
2,803
0.09% 242
2024
Q2
$1.21M Hold
2,803
0.08% 257
2024
Q1
$1.06M Hold
2,803
0.08% 277
2023
Q4
$908K Hold
2,803
0.07% 283
2023
Q3
$880K Buy
2,803
+6
+0.2% +$1.88K 0.08% 269
2023
Q2
$953K Hold
2,797
0.07% 301
2023
Q1
$829K Hold
2,797
0.07% 305
2022
Q4
$841K Buy
2,797
+81
+3% +$24.3K 0.08% 279
2022
Q3
$709K Buy
+2,716
New +$709K 0.08% 271
2022
Q2
Sell
-15,925
Closed -$2.85M 397
2022
Q1
$2.85M Buy
15,925
+13,209
+486% +$2.36M 0.28% 76
2021
Q4
$731K Buy
+2,716
New +$731K 0.07% 302