Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Sell
1,725
-380
-18% -$340K 0.13% 167
2025
Q1
$1.42M Buy
2,105
+452
+27% +$304K 0.13% 172
2024
Q4
$1.05M Buy
1,653
+285
+21% +$181K 0.1% 224
2024
Q3
$1.07M Buy
1,368
+1,286
+1,568% +$1.01M 0.11% 192
2024
Q2
$67.6K Sell
82
-51
-38% -$42.1K 0.01% 437
2024
Q1
$92.9K Sell
133
-2,016
-94% -$1.41M 0.01% 428
2023
Q4
$1.25M Buy
2,149
+2,113
+5,869% +$1.23M 0.17% 142
2023
Q3
$16.5K Sell
36
-2,009
-98% -$921K ﹤0.01% 408
2023
Q2
$992K Buy
2,045
+1,404
+219% +$681K 0.16% 133
2023
Q1
$257K Buy
+641
New +$257K 0.04% 310
2022
Q4
Sell
-36
Closed -$16.5K 393
2022
Q3
$16.5K Buy
+36
New +$16.5K ﹤0.01% 408