Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.78M Sell
17,109
-304
-2% -$49.4K 0.02% 375
2025
Q1
$2.98M Sell
17,413
-754
-4% -$129K 0.02% 342
2024
Q4
$3.57M Buy
18,167
+330
+2% +$64.9K 0.03% 308
2024
Q3
$4.12M Buy
17,837
+17,061
+2,199% +$3.94M 0.03% 288
2024
Q2
$162K Buy
776
+33
+4% +$6.88K ﹤0.01% 799
2024
Q1
$185K Sell
743
-337
-31% -$84K ﹤0.01% 783
2023
Q4
$239K Buy
1,080
+522
+94% +$115K ﹤0.01% 649
2023
Q3
$109K Sell
558
-50
-8% -$9.79K ﹤0.01% 746
2023
Q2
$135K Sell
608
-12
-2% -$2.66K ﹤0.01% 730
2023
Q1
$125K Sell
620
-1
-0.2% -$201 ﹤0.01% 725
2022
Q4
$127K Hold
621
﹤0.01% 717
2022
Q3
$116K Sell
621
-2,824
-82% -$529K ﹤0.01% 737
2022
Q2
$743K Sell
3,445
-47
-1% -$10.1K 0.01% 469
2022
Q1
$844K Sell
3,492
-148
-4% -$35.8K 0.01% 483
2021
Q4
$983K Buy
+3,640
New +$983K 0.01% 483