Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
+92,652
New +$1.01M 0.04% 429
2024
Q4
$496K Sell
50,133
-89,442
-64% -$885K 0.04% 438
2024
Q3
$1.47M Sell
139,575
-1,846
-1% -$19.5K 0.19% 111
2024
Q2
$1.77M Buy
141,421
+1,716
+1% +$21.5K 0.31% 69
2024
Q1
$1.86M Buy
139,705
+108,000
+341% +$1.43M 0.37% 65
2023
Q4
$386K Sell
31,705
-12,197
-28% -$149K 0.08% 225
2023
Q3
$545K Sell
43,902
-7,141
-14% -$88.7K 0.13% 164
2023
Q2
$772K Sell
51,043
-3,402
-6% -$51.5K 0.19% 119
2023
Q1
$686K Sell
54,445
-2,486
-4% -$31.3K 0.18% 125
2022
Q4
$662K Sell
56,931
-338
-0.6% -$3.93K 0.21% 115
2022
Q3
$641K Buy
57,269
+43,400
+313% +$486K 0.24% 95
2022
Q2
$154K Buy
+13,869
New +$154K 0.06% 280