Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.32M Sell
10,243
-144
-1% -$32.6K 0.17% 96
2025
Q1
$1.72M Buy
10,387
+4,698
+83% +$780K 0.14% 115
2024
Q4
$1.12M Sell
5,689
-318
-5% -$62.8K 0.09% 152
2024
Q3
$1.04M Sell
6,007
-43
-0.7% -$7.47K 0.08% 167
2024
Q2
$1.05M Sell
6,050
-253
-4% -$44K 0.1% 157
2024
Q1
$858K Sell
6,303
-673
-10% -$91.6K 0.07% 175
2023
Q4
$726K Buy
6,976
+846
+14% +$88K 0.06% 187
2023
Q3
$533K Buy
6,130
+760
+14% +$66K 0.05% 213
2023
Q2
$542K Buy
5,370
+2,787
+108% +$281K 0.04% 246
2023
Q1
$240K Buy
+2,583
New +$240K 0.02% 313
2022
Q1
Sell
-2,018
Closed -$243K 385
2021
Q4
$243K Buy
+2,018
New +$243K 0.02% 330