Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.17M Buy
199,295
+1,132
+0.6% +$12.3K 0.4% 50
2025
Q1
$2.47M Buy
198,163
+52,508
+36% +$655K 0.52% 38
2024
Q4
$2.88M Sell
145,655
-2,039
-1% -$40.4K 0.64% 33
2024
Q3
$1.01M Hold
147,694
0.24% 83
2024
Q2
$1.01M Buy
147,694
+7,942
+6% +$54.1K 0.23% 87
2024
Q1
$700K Buy
139,752
+124,246
+801% +$622K 0.18% 100
2023
Q4
$34.1K Buy
15,506
+1,501
+11% +$3.3K 0.01% 187
2023
Q3
$34.5K Buy
14,005
+1,400
+11% +$3.44K 0.01% 178
2023
Q2
$98.6K Buy
12,605
+3,499
+38% +$27.4K 0.02% 265
2023
Q1
$59.9K Buy
9,106
+201
+2% +$1.32K 0.02% 257
2022
Q4
$39.5K Buy
8,905
+1,331
+18% +$5.91K 0.01% 238
2022
Q3
$42K Sell
7,574
-1,331
-15% -$7.38K 0.01% 240
2022
Q2
$39K Buy
8,905
+1,500
+20% +$6.57K 0.01% 239
2022
Q1
$60K Buy
+7,405
New +$60K 0.01% 246
2020
Q4
Sell
-9,070
Closed -$539 362
2020
Q3
$539 Buy
+9,070
New +$539 0.01% 307