Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$382K Sell
2,421
-4,607
-66% -$727K 0.08% 209
2025
Q1
$948K Sell
7,028
-18,298
-72% -$2.47M 0.21% 73
2024
Q4
$3.65M Sell
25,326
-54
-0.2% -$7.78K 0.51% 17
2024
Q3
$4.14M Sell
25,380
-2,630
-9% -$429K 1.04% 11
2024
Q2
$4.09M Buy
28,010
+14,343
+105% +$2.09M 1.18% 4
2024
Q1
$1.79M Buy
13,667
+9,325
+215% +$1.22M 0.34% 32
2023
Q4
$470K Sell
4,342
-1,099
-20% -$119K 0.07% 92
2023
Q3
$501K Buy
+5,441
New +$501K 0.12% 66
2023
Q2
Sell
-389
Closed -$35.8K 1190
2023
Q1
$35.8K Buy
389
+362
+1,341% +$33.3K 0.01% 340
2022
Q4
$2.84K Buy
+27
New +$2.84K ﹤0.01% 830