Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
6,352
+852
+15% +$147K 0.01% 338
2025
Q1
$852K Hold
5,500
0.01% 370
2024
Q4
$1.01M Sell
5,500
-14,011
-72% -$2.58M 0.01% 401
2024
Q3
$3.52M Hold
19,511
0.03% 255
2024
Q2
$3.54M Sell
19,511
-305
-2% -$55.4K 0.03% 239
2024
Q1
$3.74M Buy
19,816
+745
+4% +$141K 0.04% 242
2023
Q4
$3.34M Buy
19,071
+516
+3% +$90.3K 0.04% 266
2023
Q3
$2.63M Sell
18,555
-1,724
-9% -$244K 0.04% 308
2023
Q2
$2.89M Sell
20,279
-3,736
-16% -$532K 0.04% 305
2023
Q1
$3.08M Buy
24,015
+1,455
+6% +$187K 0.05% 282
2022
Q4
$2.71M Sell
22,560
-237
-1% -$28.4K 0.05% 305
2022
Q3
$2.39M Buy
+22,797
New +$2.39M 0.05% 305