Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
6,357
+2,125
+50% +$492K 0.01% 295
2025
Q1
$925K Hold
4,232
0.01% 361
2024
Q4
$867K Sell
4,232
-4,231
-50% -$867K 0.01% 422
2024
Q3
$1.41M Hold
8,463
0.01% 417
2024
Q2
$1.21M Sell
8,463
-133
-2% -$19K 0.01% 425
2024
Q1
$1.71M Hold
8,596
0.02% 392
2023
Q4
$1.78M Hold
8,596
0.02% 404
2023
Q3
$2.23M Sell
8,596
-1,200
-12% -$311K 0.03% 341
2023
Q2
$3.15M Sell
9,796
-1,197
-11% -$385K 0.04% 283
2023
Q1
$3.34M Buy
10,993
+678
+7% +$206K 0.05% 266
2022
Q4
$3.2M Buy
10,315
+612
+6% +$190K 0.05% 263
2022
Q3
$3.2M Buy
+9,703
New +$3.2M 0.07% 220