Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.62M Buy
54,099
+20,660
+62% +$618K 0.02% 270
2025
Q1
$1.13M Sell
33,439
-3,087
-8% -$104K 0.01% 301
2024
Q4
$1.08M Sell
36,526
-3,182
-8% -$94.1K 0.01% 311
2024
Q3
$1.25M Buy
39,708
+279
+0.7% +$8.76K 0.02% 289
2024
Q2
$1.42M Buy
39,429
+490
+1% +$17.7K 0.02% 266
2024
Q1
$1.47M Sell
38,939
-1,546
-4% -$58.3K 0.02% 263
2023
Q4
$1.43M Buy
40,485
+26,917
+198% +$953K 0.02% 256
2023
Q3
$525K Hold
13,568
0.01% 256
2023
Q2
$479K Buy
+13,568
New +$479K 0.01% 232
2018
Q3
Sell
-728
Closed -$31K 287
2018
Q2
$31K Buy
728
+99
+16% +$4.22K ﹤0.01% 477
2018
Q1
$24K Buy
+629
New +$24K ﹤0.01% 397