Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$761K Buy
2,935
+3
+0.1% +$777 0.17% 47
2024
Q4
$1.18M Sell
2,932
-101
-3% -$40.8K 0.26% 35
2024
Q3
$794K Hold
3,033
0.19% 47
2024
Q2
$600K Buy
3,033
+500
+20% +$98.9K 0.17% 54
2024
Q1
$445K Sell
2,533
-7,084
-74% -$1.25M 0.15% 58
2023
Q4
$2.39M Buy
9,617
+7,802
+430% +$1.94M 0.9% 14
2023
Q3
$454K Sell
1,815
-106
-6% -$26.5K 0.22% 45
2023
Q2
$502K Buy
1,921
+106
+6% +$27.7K 0.24% 42
2023
Q1
$377K Hold
1,815
0.23% 46
2022
Q4
$224K Buy
1,815
+453
+33% +$55.9K 0.16% 60
2022
Q3
$361K Sell
1,362
-9
-0.7% -$2.39K 0.33% 42
2022
Q2
$307K Buy
+1,371
New +$307K 0.37% 36