Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
11,562
-395
-3% -$40K 0.02% 475
2025
Q1
$1.27M Sell
11,957
-400
-3% -$42.5K 0.02% 451
2024
Q4
$1.35M Sell
12,357
-24,050
-66% -$2.63M 0.02% 432
2024
Q3
$3.4M Buy
36,407
+33,532
+1,166% +$3.13M 0.06% 279
2024
Q2
$420K Sell
2,875
-33,901
-92% -$4.95M 0.01% 617
2024
Q1
$5.29M Buy
36,776
+369
+1% +$53.1K 0.08% 239
2023
Q4
$3.4M Sell
36,407
-16,124
-31% -$1.51M 0.06% 282
2023
Q3
$4.63M Buy
+52,531
New +$4.63M 0.09% 231
2023
Q2
Sell
-3,137
Closed -$397K 821
2023
Q1
$397K Sell
3,137
-200
-6% -$25.3K 0.01% 565
2022
Q4
$362K Sell
3,337
-138
-4% -$15K 0.01% 567
2022
Q3
$239K Sell
3,475
-900
-21% -$61.9K 0.01% 657
2022
Q2
$213K Buy
+4,375
New +$213K ﹤0.01% 696