Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Buy
4,064
+972
+31% +$319K 0.17% 140
2025
Q1
$826K Sell
3,092
-428
-12% -$114K 0.12% 212
2024
Q4
$837K Buy
3,520
+625
+22% +$149K 0.12% 219
2024
Q3
$757K Sell
2,895
-107
-4% -$28K 0.1% 265
2024
Q2
$671K Buy
3,002
+507
+20% +$113K 0.1% 251
2024
Q1
$477K Hold
2,495
0.07% 358
2023
Q4
$446K Hold
2,495
0.07% 352
2023
Q3
$404K Sell
2,495
-508
-17% -$82.3K 0.08% 327
2023
Q2
$531K Hold
3,003
0.1% 266
2023
Q1
$514K Buy
3,003
+503
+20% +$86K 0.11% 265
2022
Q4
$384K Hold
2,500
0.08% 304
2022
Q3
$360K Buy
2,500
+889
+55% +$128K 0.09% 300
2022
Q2
$211K Buy
+1,611
New +$211K 0.05% 380