Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
6,580
+43
+0.7% +$8.82K 0.91% 33
2025
Q1
$1.45M Hold
6,537
0.96% 28
2024
Q4
$1.64M Sell
6,537
-50
-0.8% -$12.5K 1.1% 23
2024
Q3
$1.53M Sell
6,587
-40
-0.6% -$9.32K 1.1% 25
2024
Q2
$1.4M Sell
6,627
-2,090
-24% -$440K 1.08% 25
2024
Q1
$1.49M Buy
8,717
+5,530
+174% +$948K 1.1% 25
2023
Q4
$614K Hold
3,187
0.54% 52
2023
Q3
$546K Buy
3,187
+178
+6% +$30.5K 0.52% 56
2023
Q2
$584K Sell
3,009
-204
-6% -$39.6K 0.54% 55
2023
Q1
$530K Sell
3,213
-67
-2% -$11K 0.5% 62
2022
Q4
$426K Sell
3,280
-50
-2% -$6.5K 0.41% 73
2022
Q3
$460K Buy
3,330
+87
+3% +$12K 0.5% 64
2022
Q2
$443K Sell
3,243
-550
-15% -$75.1K 0.45% 72
2022
Q1
$662K Sell
3,793
-808
-18% -$141K 0.6% 51
2021
Q4
$817K Buy
+4,601
New +$817K 0.73% 42
2019
Q4
$321K Buy
+4,376
New +$321K 0.32% 83