Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.32M Sell
21,049
-513
-2% -$80.9K 0.13% 126
2025
Q1
$2.91M Buy
21,562
+19,705
+1,061% +$2.66M 0.12% 129
2024
Q4
$268K Sell
1,857
-2,151
-54% -$310K 0.01% 410
2024
Q3
$653K Sell
4,008
-574
-13% -$93.6K 0.03% 267
2024
Q2
$668K Sell
4,582
-408
-8% -$59.5K 0.03% 260
2024
Q1
$654K Buy
+4,990
New +$654K 0.03% 258
2023
Q2
Sell
-6,477
Closed -$596K 425
2023
Q1
$596K Buy
6,477
+2,222
+52% +$205K 0.04% 218
2022
Q4
$448K Sell
4,255
-3,052
-42% -$321K 0.03% 259
2022
Q3
$639K Buy
7,307
+418
+6% +$36.6K 0.05% 211
2022
Q2
$694K Buy
6,889
+2,330
+51% +$235K 0.05% 208
2022
Q1
$492K Buy
+4,559
New +$492K 0.03% 280