Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Buy
+2,186
New +$204K 0.06% 306
2024
Q3
Sell
-26,997
Closed -$1.96M 316
2024
Q2
$1.96M Sell
26,997
-135
-0.5% -$9.81K 0.59% 41
2024
Q1
$2.09M Sell
27,132
-932
-3% -$71.8K 0.43% 58
2023
Q4
$1.73M Buy
28,064
+291
+1% +$17.9K 0.35% 67
2023
Q3
$1.28M Buy
27,773
+726
+3% +$33.4K 0.27% 95
2023
Q2
$1.17M Buy
27,047
+19,814
+274% +$855K 0.34% 82
2023
Q1
$663K Sell
7,233
-18,142
-71% -$1.66M 0.1% 222
2022
Q4
$628K Sell
25,375
-1,477
-6% -$36.5K 0.15% 156
2022
Q3
$712K Buy
26,852
+10,187
+61% +$270K 0.18% 128
2022
Q2
$341K Sell
16,665
-308
-2% -$6.3K 0.09% 237
2022
Q1
$606K Buy
+16,973
New +$606K 0.13% 184