Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.8K Sell
117
-5,478
-98% -$834K ﹤0.01% 1210
2025
Q1
$822K Sell
5,595
-13,065
-70% -$1.92M 0.18% 87
2024
Q4
$2.41M Buy
18,660
+2,582
+16% +$333K 0.34% 33
2024
Q3
$2.2M Buy
16,078
+3,405
+27% +$465K 0.55% 38
2024
Q2
$1.3M Buy
12,673
+3,690
+41% +$377K 0.37% 47
2024
Q1
$797K Buy
8,983
+6,878
+327% +$610K 0.15% 74
2023
Q4
$192K Sell
2,105
-1,191
-36% -$109K 0.03% 132
2023
Q3
$258K Buy
3,296
+3,088
+1,485% +$242K 0.06% 86
2023
Q2
$17.4K Sell
208
-144
-41% -$12.1K 0.01% 611
2023
Q1
$30.9K Sell
352
-224
-39% -$19.7K 0.01% 414
2022
Q4
$57.8K Buy
+576
New +$57.8K 0.01% 71