Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.41M Buy
17,033
+87
+0.5% +$27.6K 0.3% 21
2025
Q1
$4.39M Buy
16,946
+2,635
+18% +$683K 0.27% 25
2024
Q4
$5.78M Sell
14,311
-2,479
-15% -$1M 0.36% 20
2024
Q3
$4.39M Sell
16,790
-1,760
-9% -$460K 0.26% 26
2024
Q2
$3.67M Buy
18,550
+1,349
+8% +$267K 0.23% 28
2024
Q1
$3.02M Buy
17,201
+5,340
+45% +$939K 0.2% 29
2023
Q4
$2.95M Sell
11,861
-607
-5% -$151K 0.2% 30
2023
Q3
$3.12M Hold
12,468
0.23% 31
2023
Q2
$3.26M Buy
12,468
+10,575
+559% +$2.77M 0.23% 27
2023
Q1
$393K Buy
1,893
+732
+63% +$152K 0.03% 70
2022
Q4
$143K Hold
1,161
0.01% 87
2022
Q3
$308K Hold
1,161
0.03% 62
2022
Q2
$261K Buy
+1,161
New +$261K 0.02% 69