Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.79M Sell
2,271
-222
-9% -$175K 0.09% 201
2025
Q1
$1.53M Buy
2,493
+277
+13% +$170K 0.08% 212
2024
Q4
$1.39M Buy
2,216
+379
+21% +$238K 0.08% 217
2024
Q3
$1.14M Buy
1,837
+1,313
+251% +$816K 0.51% 40
2024
Q2
$344K Buy
524
+52
+11% +$34.2K 0.16% 184
2024
Q1
$307K Sell
472
-5
-1% -$3.25K 0.16% 182
2023
Q4
$298K Sell
477
-80
-14% -$50K 0.16% 181
2023
Q3
$284K Buy
557
+6
+1% +$3.06K 0.16% 192
2023
Q2
$252K Sell
551
-213
-28% -$97.5K 0.14% 231
2023
Q1
$341K Buy
+764
New +$341K 0.2% 153
2022
Q1
Sell
-380
Closed -$245K 598
2021
Q4
$245K Buy
+380
New +$245K 0.03% 459