Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
2,696
+347
+15% +$134K 0.36% 72
2025
Q1
$901K Sell
2,349
-24
-1% -$9.21K 0.34% 76
2024
Q4
$1.06M Buy
2,373
+195
+9% +$86.7K 0.41% 64
2024
Q3
$1.13M Sell
2,178
-107
-5% -$55.4K 0.44% 58
2024
Q2
$1.27M Buy
2,285
+768
+51% +$427K 0.51% 49
2024
Q1
$765K Sell
1,517
-285
-16% -$144K 0.3% 78
2023
Q4
$1.08M Buy
1,802
+227
+14% +$135K 0.46% 57
2023
Q3
$803K Sell
1,575
-5
-0.3% -$2.55K 0.39% 64
2023
Q2
$773K Buy
1,580
+1,435
+990% +$702K 0.68% 34
2023
Q1
$55.9K Sell
145
-54
-27% -$20.8K 0.05% 160
2022
Q4
$67K Buy
199
+89
+81% +$30K 0.06% 152
2022
Q3
$30.3K Hold
110
0.03% 182
2022
Q2
$40.3K Buy
110
+40
+57% +$14.6K 0.04% 176
2022
Q1
$31.9K Sell
70
-15
-18% -$6.83K 0.03% 191
2021
Q4
$48.2K Buy
+85
New +$48.2K 0.05% 175