Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Hold
15,836
0.01% 303
2025
Q1
$1.32M Hold
15,836
0.01% 304
2024
Q4
$1.33M Sell
15,836
-15,836
-50% -$1.33M 0.01% 343
2024
Q3
$2.77M Hold
31,672
0.03% 305
2024
Q2
$2.51M Sell
31,672
-500
-2% -$39.6K 0.02% 312
2024
Q1
$3.01M Sell
32,172
-5,516
-15% -$516K 0.03% 283
2023
Q4
$3.27M Buy
37,688
+9,900
+36% +$859K 0.04% 273
2023
Q3
$2.03M Sell
27,788
-2,534
-8% -$185K 0.03% 359
2023
Q2
$2.62M Sell
30,322
-5,414
-15% -$467K 0.04% 330
2023
Q1
$2.61M Buy
+35,736
New +$2.61M 0.04% 321