Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.14M Buy
62,811
+20,149
+47% +$1.01M 0.03% 440
2025
Q1
$1.41M Sell
42,662
-1,738
-4% -$57.5K 0.02% 634
2024
Q4
$1.7M Hold
44,400
0.02% 597
2024
Q3
$1.48M Sell
44,400
-2,400
-5% -$80.2K 0.02% 644
2024
Q2
$1.38M Sell
46,800
-4,400
-9% -$130K 0.02% 636
2024
Q1
$1.46M Sell
51,200
-16,742
-25% -$479K 0.02% 648
2023
Q4
$1.56M Sell
67,942
-2,256
-3% -$51.8K 0.02% 628
2023
Q3
$1.43M Hold
70,198
0.02% 616
2023
Q2
$1.46M Sell
70,198
-3,716
-5% -$77.4K 0.02% 632
2023
Q1
$1.28M Buy
+73,914
New +$1.28M 0.02% 674