Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.34M Sell
33,165
-1,504
-4% -$106K 0.01% 275
2025
Q1
$2.53M Sell
34,669
-96,220
-74% -$7.03M 0.01% 259
2024
Q4
$8.13M Buy
130,889
+91,411
+232% +$5.67M 0.04% 166
2024
Q3
$2.58M Sell
39,478
-2,913
-7% -$191K 0.01% 252
2024
Q2
$3.05M Sell
42,391
-1,377
-3% -$98.9K 0.02% 230
2024
Q1
$2.93M Sell
43,768
-517
-1% -$34.7K 0.02% 227
2023
Q4
$2.91M Sell
44,285
-3,624
-8% -$238K 0.02% 219
2023
Q3
$3.06M Buy
47,909
+31,209
+187% +$1.99M 0.02% 217
2023
Q2
$1.01M Hold
16,700
0.01% 245
2023
Q1
$961K Hold
16,700
0.01% 253
2022
Q4
$951K Hold
16,700
0.01% 253
2022
Q3
$831K Sell
16,700
-7,595
-31% -$378K 0.01% 252
2022
Q2
$1.27M Hold
24,295
0.01% 234
2022
Q1
$1.34M Buy
+24,295
New +$1.34M 0.01% 231