Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$489K Buy
1,659
+12
+0.7% +$3.54K 0.29% 70
2025
Q1
$409K Sell
1,647
-3,300
-67% -$820K 0.28% 73
2024
Q4
$1.09M Buy
4,947
+39
+0.8% +$8.57K 0.63% 42
2024
Q3
$1.09M Buy
4,908
+63
+1% +$13.9K 0.66% 41
2024
Q2
$838K Sell
4,845
-5,365
-53% -$928K 0.56% 49
2024
Q1
$1.95M Buy
10,210
+3,269
+47% +$624K 0.96% 26
2023
Q4
$1.14M Buy
6,941
+5,415
+355% +$886K 0.82% 33
2023
Q3
$214K Buy
+1,526
New +$214K 0.28% 63
2023
Q1
Sell
-1,493
Closed -$210K 63
2022
Q4
$210K Buy
+1,493
New +$210K 0.3% 59
2022
Q3
Sell
-1,505
Closed -$212K 65
2022
Q2
$212K Buy
1,505
+49
+3% +$6.9K 0.31% 62
2022
Q1
$201K Buy
+1,456
New +$201K 0.24% 73