Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
3,385
-314
-8% -$99.7K 0.48% 48
2025
Q1
$959K Buy
3,699
+442
+14% +$115K 0.47% 50
2024
Q4
$1.32M Sell
3,257
-978
-23% -$398K 0.61% 44
2024
Q3
$1.11M Sell
4,235
-2,800
-40% -$733K 0.55% 49
2024
Q2
$1.39M Buy
7,035
+5,622
+398% +$1.11M 0.76% 39
2024
Q1
$248K Sell
1,413
-112
-7% -$19.7K 0.14% 88
2023
Q4
$379K Sell
1,525
-90
-6% -$22.4K 0.23% 66
2023
Q3
$404K Sell
1,615
-175
-10% -$43.8K 0.27% 70
2023
Q2
$469K Buy
1,790
+105
+6% +$27.5K 0.3% 65
2023
Q1
$350K Buy
+1,685
New +$350K 0.22% 67
2022
Q4
Sell
-978
Closed -$259K 101
2022
Q3
$259K Hold
978
0.21% 61
2022
Q2
$220K Hold
978
0.19% 68
2022
Q1
$351K Hold
978
0.28% 69
2021
Q4
$345K Buy
+978
New +$345K 0.27% 73