Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.27M Buy
27,961
+20,553
+277% +$932K 0.15% 58
2025
Q1
$284K Buy
7,408
+5,223
+239% +$200K 0.04% 584
2024
Q4
$111K Buy
+2,185
New +$111K 0.01% 1126
2024
Q2
Sell
-854
Closed -$34.4K 1677
2024
Q1
$34.4K Sell
854
-3,515
-80% -$142K 0.01% 1469
2023
Q4
$208K Sell
4,369
-993
-19% -$47.2K 0.04% 528
2023
Q3
$179K Buy
5,362
+4,559
+568% +$152K 0.04% 534
2023
Q2
$27.8K Sell
803
-2,529
-76% -$87.5K 0.01% 1344
2023
Q1
$119K Sell
3,332
-1,191
-26% -$42.5K 0.04% 664
2022
Q4
$205K Sell
4,523
-1,880
-29% -$85.3K 0.07% 325
2022
Q3
$203K Buy
6,403
+3,049
+91% +$96.7K 0.1% 192
2022
Q2
$93K Buy
3,354
+1,649
+97% +$45.7K 0.06% 550
2022
Q1
$56K Sell
1,705
-653
-28% -$21.4K 0.03% 986
2021
Q4
$100K Buy
+2,358
New +$100K 0.05% 621