Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$5.49M Buy
54,979
+18,010
+49% +$1.8M 0.32% 69
2024
Q4
$4.04M Buy
36,969
+10,659
+41% +$1.16M 0.23% 79
2024
Q3
$3.03M Buy
26,310
+11,280
+75% +$1.3M 0.15% 83
2024
Q2
$1.61M Sell
15,030
-14,981
-50% -$1.6M 0.09% 89
2024
Q1
$3.31M Buy
30,011
+14,981
+100% +$1.65M 0.16% 80
2023
Q4
$1.61M Sell
15,030
-3,122
-17% -$334K 0.09% 89
2023
Q3
$1.78M Sell
18,152
-772
-4% -$75.8K 0.11% 91
2023
Q2
$1.96M Sell
18,924
-747
-4% -$77.6K 0.11% 96
2023
Q1
$1.87M Sell
19,671
-19,627
-50% -$1.87M 0.1% 110
2022
Q4
$3.39M Buy
39,298
+29,727
+311% +$2.57M 0.18% 84
2022
Q3
$714K Hold
9,571
0.04% 148
2022
Q2
$762K Buy
+9,571
New +$762K 0.04% 152