Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.79M Buy
11,917
+28
+0.2% +$8.9K 1.06% 28
2025
Q1
$3.08M Sell
11,889
-729
-6% -$189K 0.99% 31
2024
Q4
$5.1M Sell
12,618
-41
-0.3% -$16.6K 1.53% 15
2024
Q3
$3.31M Buy
12,659
+5,639
+80% +$1.48M 1.03% 30
2024
Q2
$1.39M Buy
+7,020
New +$1.39M 0.44% 68
2024
Q1
Sell
-866
Closed -$215K 95
2023
Q4
$215K Hold
866
0.08% 93
2023
Q3
$217K Hold
866
0.09% 99
2023
Q2
$227K Buy
+866
New +$227K 0.09% 100
2022
Q4
Sell
-6,077
Closed -$1.61M 99
2022
Q3
$1.61M Buy
6,077
+62
+1% +$16.4K 0.78% 45
2022
Q2
$1.35M Buy
+6,015
New +$1.35M 0.62% 63