Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
7,951
-179
-2% -$26.3K 0.01% 680
2025
Q1
$1.28M Sell
8,130
-367
-4% -$57.6K 0.02% 636
2024
Q4
$1.49M Buy
8,497
+354
+4% +$62.1K 0.03% 501
2024
Q3
$1.71M Sell
8,143
-1,052
-11% -$221K 0.04% 443
2024
Q2
$1.63M Sell
9,195
-49,069
-84% -$8.69M 0.05% 440
2024
Q1
$13.8M Buy
58,264
+54,858
+1,611% +$13M 0.29% 126
2023
Q4
$663K Buy
3,406
+1,672
+96% +$325K 0.02% 680
2023
Q3
$326K Buy
+1,734
New +$326K 0.01% 862