Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$483K Buy
3,325
+1,917
+136% +$278K 0.06% 315
2025
Q1
$178K Buy
+1,408
New +$178K 0.02% 877
2024
Q4
Sell
-3,997
Closed -$341K 1753
2024
Q3
$341K Buy
3,997
+891
+29% +$76K 0.05% 351
2024
Q2
$219K Sell
3,106
-3,091
-50% -$218K 0.04% 507
2024
Q1
$391K Buy
6,197
+4,926
+388% +$311K 0.07% 221
2023
Q4
$75.5K Sell
1,271
-649
-34% -$38.5K 0.01% 1180
2023
Q3
$86.5K Sell
1,920
-2,830
-60% -$127K 0.02% 956
2023
Q2
$177K Buy
4,750
+1,528
+47% +$56.9K 0.05% 459
2023
Q1
$126K Buy
+3,222
New +$126K 0.04% 630
2022
Q4
Sell
-3,578
Closed -$150K 1684
2022
Q3
$150K Sell
3,578
-991
-22% -$41.5K 0.07% 352
2022
Q2
$186K Buy
4,569
+2,708
+146% +$110K 0.12% 168
2022
Q1
$68K Buy
+1,861
New +$68K 0.03% 866