Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.59M Buy
12,041
+5,577
+86% +$738K 0.01% 441
2025
Q1
$772K Sell
6,464
-2,122
-25% -$253K ﹤0.01% 528
2024
Q4
$1.13M Sell
8,586
-1,661
-16% -$218K 0.01% 492
2024
Q3
$1.3M Buy
10,247
+2,908
+40% +$369K 0.01% 472
2024
Q2
$1.11M Buy
7,339
+30
+0.4% +$4.55K 0.01% 464
2024
Q1
$1.21M Sell
7,309
-28,028
-79% -$4.62M 0.01% 476
2023
Q4
$4.81M Buy
35,337
+16,134
+84% +$2.2M 0.05% 249
2023
Q3
$2.63M Sell
19,203
-18,861
-50% -$2.59M 0.03% 319
2023
Q2
$4.88M Buy
38,064
+11,207
+42% +$1.44M 0.06% 219
2023
Q1
$3.34M Sell
26,857
-1,331
-5% -$166K 0.04% 270
2022
Q4
$2.41M Buy
28,188
+23,880
+554% +$2.04M 0.03% 326
2022
Q3
$453K Sell
4,308
-678
-14% -$71.3K 0.01% 612
2022
Q2
$444K Buy
4,986
+2,506
+101% +$223K 0.01% 579
2022
Q1
$426K Buy
+2,480
New +$426K 0.01% 622