Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$576K Buy
95,776
+84,455
+746% +$508K 0.07% 124
2025
Q1
$84.8K Sell
11,321
-73,935
-87% -$554K 0.01% 211
2024
Q4
$537K Sell
85,256
-2,777
-3% -$17.5K 0.08% 124
2024
Q3
$445K Buy
88,033
+5,633
+7% +$28.4K 0.06% 127
2024
Q2
$570K Buy
82,400
+28,900
+54% +$200K 0.08% 100
2024
Q1
$384K Sell
53,500
-6,000
-10% -$43.1K 0.06% 163
2023
Q4
$755K Sell
59,500
-55,500
-48% -$705K 0.15% 68
2023
Q3
$1.72M Buy
115,000
+19,176
+20% +$286K 0.24% 46
2023
Q2
$1.41M Buy
95,824
+74,924
+358% +$1.1M 0.2% 47
2023
Q1
$360K Buy
+20,900
New +$360K 0.07% 150