Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.06M Sell
107,145
-658
-0.6% -$12.7K 0.04% 323
2025
Q1
$1.59M Buy
+107,803
New +$1.59M 0.03% 353
2024
Q3
Sell
-47,223
Closed -$1.56M 503
2024
Q2
$1.56M Buy
47,223
+466
+1% +$15.4K 0.03% 343
2024
Q1
$1.56M Buy
46,757
+16,996
+57% +$566K 0.03% 352
2023
Q4
$1.05M Sell
29,761
-4,021
-12% -$142K 0.02% 356
2023
Q3
$1.16M Sell
33,782
-26,855
-44% -$925K 0.02% 333
2023
Q2
$2.52M Buy
60,637
+55,317
+1,040% +$2.3M 0.04% 347
2023
Q1
$204K Sell
5,320
-1,416
-21% -$54.4K ﹤0.01% 408
2022
Q4
$216K Buy
+6,736
New +$216K ﹤0.01% 391