Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.1M Buy
6,893
+4,859
+239% +$1.48M 0.55% 27
2025
Q1
$546K Sell
2,034
-4,110
-67% -$1.1M 0.21% 98
2024
Q4
$1.51M Sell
6,144
-67
-1% -$16.5K 0.53% 33
2024
Q3
$1.42M Buy
6,211
+315
+5% +$72.2K 0.48% 41
2024
Q2
$1.19M Hold
5,896
0.36% 58
2024
Q1
$1.15M Buy
5,896
+255
+5% +$49.7K 0.36% 57
2023
Q4
$872K Hold
5,641
0.3% 66
2023
Q3
$729K Hold
5,641
0.25% 79
2023
Q2
$772K Sell
5,641
-65
-1% -$8.89K 0.3% 75
2023
Q1
$722K Hold
5,706
0.29% 72
2022
Q4
$589K Buy
5,706
+212
+4% +$21.9K 0.2% 90
2022
Q3
$446K Sell
5,494
-445
-7% -$36.1K 0.19% 108
2022
Q2
$539K Buy
5,939
+2,510
+73% +$228K 0.21% 89
2022
Q1
$380K Sell
3,429
-58
-2% -$6.43K 0.11% 151
2021
Q4
$489K Sell
3,487
-728
-17% -$102K 0.13% 127
2021
Q3
$569K Buy
4,215
+407
+11% +$54.9K 0.15% 124
2021
Q2
$535K Buy
+3,808
New +$535K 0.14% 123