Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Buy
4,465
+234
+6% +$75.2K 0.01% 483
2025
Q1
$1.14M Sell
4,231
-1,064
-20% -$287K 0.01% 506
2024
Q4
$1.26M Buy
5,295
+365
+7% +$86.8K 0.01% 478
2024
Q3
$1.3M Buy
4,930
+266
+6% +$70.1K 0.01% 467
2024
Q2
$1.03M Buy
4,664
+257
+6% +$56.7K 0.01% 475
2024
Q1
$867K Buy
4,407
+550
+14% +$108K 0.01% 525
2023
Q4
$699K Buy
3,857
+391
+11% +$70.8K 0.01% 476
2023
Q3
$585K Buy
3,466
+1,042
+43% +$176K 0.01% 495
2023
Q2
$445K Buy
2,424
+2,350
+3,176% +$431K ﹤0.01% 555
2023
Q1
$12.7K Buy
74
+11
+17% +$1.9K ﹤0.01% 1174
2022
Q4
$9.57K Hold
63
﹤0.01% 1223
2022
Q3
$9.3K Hold
63
﹤0.01% 1245
2022
Q2
$8.39K Hold
63
﹤0.01% 1291
2022
Q1
$9.85K Buy
+63
New +$9.85K ﹤0.01% 1336